BGC Notes: Alternative & Special Situations Value Investing – Verdad, Bluemountain And More

Notes from the Alternative and Special Situations Value Investing Panel featuring Verdad Capital’s Brian Chingono, CarVal Investors’ William Schatz, Bluemountain Capital’s Omar Vaishnavi, and Wincrest Capital’s Barbara Ann Bernard from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge fund letters, conference, scoops etc Alternative & Special Situations Value Investing Brian Chingono Partner/Director of Quantitative Research, Verdad Capital Value in alternative fixed income Emerging managers in emerging markets where big institutions find value Meta-analysis What you think relative to information already priced in the market One step ahead…