This is the second part of a two-part interview with Ben Strubel of Strubel Investment Management, part of ValueWalk’s exclusive interview series. Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. You can find links to the rest of the interviews in the series below:
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Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
The Panama Papers controversy, the leaking of nearly 11 million documents from a Panamanian law firm, shows how the world’s economic political elite break the law to evade taxes.... read more
From: Whitney Tilson <@kasecapital.com>
Date: Fri, Oct 16, 2015 at 11:11 AM
Subject: Kase Qualified Fund Q3 letter to investors
To:
Attached is my Q3 letter to investors, in which I discuss my... read more
Hedge funds overall struggled in May, posting the first negative monthly return for 2019 based on the Eurekahedge Hedge Fund Index. Funds of funds have done especially well this... read more
Oh for the days of stability in the Middle East and the rule of Libyan strongman Muammar Qaddafi. At least then an entertaining lawsuit pitting the Libyan Investment Authority... read more
Oil ended October much as it started September, a JPMorgan research piece noted. But be patient, the letter advises. The price of oil is headed lower.
JPMorgan: Ignore the noise... read more
Notes from General David H. Petraeus, William H. McRaven, Susan Rice and Ambassador Ryan Crocker presentation at the 2019 SALT Conference called “Surging Forward In The Middle East And... read more
Hugh Hendry Eclectica Asset Management Q3 Letter
Also see
Q3 2016 hedge fund letters
Q2 2016 hedge fund letters
Q1 2016 hedge fund letters
Hugh Hendry: We're Going To Be In A 'Mad Max'... read more
Though the nominal dollar value of auto loans outstanding is above its pre-recession level, the loans to disposable income ratio and interest rates are below their 2007 level, and... read more
The Governance Effect of the Media’s News Dissemination Role: Evidence from Insider Trading
Lili Dai
Australian National University (ANU)
Jerry T. Parwada
UNSW Australia Business School, School of Banking and Finance;... read more
