Coho Capital 2017 Letter: The AIG Swan Song

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Rupert Hargreaves
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AIG

Jake Rosser founded Coho Capital Management in 2007 after working in equity research positions at the value-oriented Auxier Focus Fund and sell-side firm Pacific Crest Securities. [feed url=”https://hedgefundalpha.com/category/premium-featured-stories/feed/” number=”5″] According to an interview Rosser gave to The Manual of Ideas in 2012, the inspiration behind Coho Capital was Mohnish Pabrai. “Unlike the vast majority of investment vehicles, it was clear that Pabrai’s vehicle was designed to make money with his investors rather than off his investors. The ethics of that equation had an instinctive appeal for me” Rosser told the magazine. Exclusive access to under the radar value hedge fund…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk