Breithorn Capital Management On Deep Value, Strong Management And Value Traps

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Rupert Hargreaves
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The quarterly Graham and Doddsville newsletter, published by students of Columbia Business School, is always an enjoyable read. Unlike other publications, the Graham and Doddsville newsletter contains a number of in-depth interviews with value investors and money managers across the spectrum. The most interesting interviews come from those money managers that usually fly under the radar, with limited assets under management, but interesting ideas. And this year’s spring issue of the newsletter contained an interview with Rolf Heitmeyer Co-Portfolio Manager of Breithorn Capital Management, a deep value-oriented investment firm with $190 million in assets under management. Breithorn Capital Management &…

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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