Bonhoeffer’s Keith Smith: A diversified yet concentrated portfolioJacob Wolinsky
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.
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 . . .
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