Value Creators
11 Jul

Henry D. Wolfe: Why Are Private Equity Good Value Creators

ValueWalk’s Raul Panganiban interviews Henry D. Wolfe, The author of “Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value“. In this part, Henry discusses the encouragement of board diversity, CEO independence, the three key things for a better selection criteria, why are private equity good value creators, and his thoughts on activist investing.

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

Related Posts

15 Jan

Glenview’s Larry Robbins Bets On A 2015 Baby Boom

By

The year 2015 could see rising interest rates in a post-QE environment that will be overpowered by an expanding domestic economy, low absolute interest rates, strong corporate activity greet... read more

14 Feb

Market News: Greek Bailout Delayed Again

By

Mid-Day Market Report  Market Action   US:  Dow: 12831.69 (-0.33%), S&P 500: 1345.10 (-0.49%), NASDAQ: 2919.38 (-0.40%) Europe: CAC: 3375.64 (-0.26%), DAX: 6728.19 (-0.15%), FTSE: 5899.87 (-0.10%). Asia: China: 2344.77 (-0.30%), Hong Kong: 20917.83... read more

28 Feb

Lawmakers Still In The Dark When It Comes To Dark Pools

By

Lawmakers took up the often confusing topic of dark pools in a hearing Friday, and many appeared to come out of the hearing with no more understanding than what... read more

Goldman Sharpe Ratio returns
16 Jun

Goldman Tweaks Sharpe Ratio To Project Future

By

The Goldman Sachs re-balanced Sharpe Ratio portfolio continues to outperform through a formula that considers future valuations and avoids the emotion and market chatter. Stock selection modification is done by... read more

31 Oct

Gator Financial: Top Financials Hedge Fund Is Buying European Banks As One Of The World’s Cheapest Sectors

By

Derek Pilecki founded Gator Capital Management in July 2008, after several years working at Goldman Sachs Asset Management where he was Co-Chair of the Investment Committee for the Growth... read more

Ben Bernanke The Courage To Act
15 May

Bernanke Slams Sen Warren’s Bank Reform Bill On His Blog

By

Senators Elizabeth Warren and David Vitter have proposed legislation that would seriously restrict the Federal Reserve’s ability to provide emergency lending during a crisis, and former Fed chief Ben... read more

Stock Investment Lesson Pain
19 Jun

At Morningstar Panel, “Smart Beta” Ripped Apart By Ferri

By

Richard Ferri Portfolio Solutions doesn’t like “smart beta” and he didn’t hold back in a Morningstar breakout session on the topic. Richard Ferri doesn't know what smart beta is “I don’t... read more

GPs Change in investor appetite
18 Feb

Intense Competition Between GPs Could Impact Returns: Preqin

By

Thanks to increasing competition between GPs, it will be more difficult to find attractive investment opportunities and returns will be impacted together with investor appetite, notes a Preqin survey. After... read more

28 Jun

As BlackRock’s Influence And AUM Soars, The Asset Manager Comes Under Fire

By

A new website designed to track corporate influence in government has a new target. After documenting the influence Google has in Washington DC, much of it behind the scenes,... read more

Centaur Capital Partners Zeke Ashton's Centaur Total Return Fund
03 Mar

Interview with Zeke Ashton of Centaur [Pt. 5]

By

This is the final part of a five-part interview with Zeke Ashton Portfolio Manager and founder of Centaur Capital Partners. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout... read more

Saved Articles
X
TextTExtLInkTextTExtLInk

Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers


0