Bonhoeffer’s Keith Smith: A diversified yet concentrated portfolio – ValueWalk Premium
portfolio

Bonhoeffer’s Keith Smith: A diversified yet concentrated portfolio

ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses how he manages currency risk, his diversified yet concentrated portfolio, and his sell discipline.

Q3 2019 hedge fund letters, conferences and more

How do you manage the currency risk? Or do you worry about that?

Um, what most of the countries that we're in don't have much of a . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.


X
Saved Articles
X
TextTExtLInkTextTExtLInk

0