ValueWalk’s Raul Panganiban interviews Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. In this part, Steven discusses if his investment process can be replicated, active stocktaking isn’t dead, his fund’s performances and his big bets, the misunderstanding of the balance sheet investors and the income statement investors, and his investment in ….
Q2 hedge fund letters, conference, scoops etc
- See part 1 here.
- See part 3 here.
- See part 4 here.
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