Elliot Trexler On His Investment Process: Notes From The Ben Graham VII Annual Conference

The following are the notes from Elliot Trexler’s presentation at the Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. Also see our full coverage here. Q1 2020 hedge fund letters, conferences and more The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event. Elliot Trexler, resident & Chief Investment Officer, Global Return Asset Management, LLC Elliot Trexler’s Notes From The Ben Graham VII Annual Conference Investment process Identify themes – water scarcity Research data – whitepapers, industry…