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 currency, you know, what I was the long term currency risk perspective. I mean, the only one you could make a case for it could be South Africa. And in South Africa, we…