This is part two of a two-part interview with Jonathan Rochford, portfolio manager at Australia-based Narrow Road Capital. The interview is part of ValueWalk’s Value Fund Interview Series. You can find part one here.
Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. All the past interviews in the series can be found here.
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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
Every morning we puts out a news report with the latest news in global stock markets, company news, and global economic news.
Morning Market Update
Market Levels
US: Dow Futures: 12570.00 (-1.59%),... read more
Google Inc (NASDAQ:GOOG) released its earnings report for the three months ending September this afternoon after the bell rang on Wall Street. The search giant showed earnings of $10.74 ... read more
While the European Central Bank raised its forecast for the rest of the year, ECB President Mario Draghi said that the bank will keep interest rates at their historic... read more
U.S. energy giant Chevron and Italian oil contractor Saipem SpA announced Tuesday that they would lay off over 10,000 employees in an effort to offset declining crude prices.
Mirroring the... read more
Here are some of my takeaways from this wonderful talk given by superinvestor (value investor) Mohnish Pabrai last month (October 2016) to a classroom in China. Every minute of... read more
Adam Weiss has a commendable track record. His first hedge fund, Scout Capital closed its doors in 2014 returning more than $6.5 billion to investors after beating the S&P... read more
At the end of every year, Saxo Bank publishes its ten outrageous predictions for the year ahead, which tend to go against market consensus.
Indeed, at the end of 2016,... read more
Elan Corporation, plc (NYSE:ELN) shareholders approved a share buyback program which would force Royal Pharma to end its unsolicited $6.7 billion takeover bid.
Elan Corporation's Shareholders In Favor Of The... read more
The 'Made In China' Mantra - Couture Chinois by Patricia Huang by Matthews Asia
In China’s burgeoning world of fashion, there has been some buzz lately as local designers seek... read more
The much anticipated Labor Department’s estimate of employment growth for the month of April came in today at +165K, growing from a revised 135.309 million in March to 135.474... read more
