ValueWalk’s Raul Panganiban interviews Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. In this part, Steven discusses the time arbitrage, selling on the self sell basis, the objective of Willow Oak Asset Management, talks about Geoff Gannon and Andrew Kuhn, having a similar investment philosophy, and the people he follows on Twitter. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 2 here. See part 4 here. And then when you evaluate your ideas, is there a time horizon that you try to shoot for? Where certain advantages you can…
Arquitos Capital’s Steven Kiel On Time Arbitrage
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.