ValueWalk’s Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses his background and what led him to finance, Benjamin Graham as an inspiration, the reason why people have become more specialised, and shorting is a very difficult exercise. Q3 2019 hedge fund letters, conferences and more Alright, yeah, so I just wanted to welcome all our listeners to a very special episode. I have Keith Smith, Portfolio Manager at Bonhoeffer Fund. And Keith, welcome to the show. Hi, are you doing? Oh, good, thank you. And yeah, so first question, can you…
Bonhoeffer’s Keith Smith: The opportunities in mispriced equities
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.