ValueWalk’s Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. Readers can find the audio and 17, 125 word transcript below.
Q3 2019 hedge fund letters, conferences and more
Compound Mispricings with Keith Smith, CFA, PM of Bonhoeffer Fund
Transcript
Good morning podcast listeners. Today’s very special episode with Keith Smith, Portfolio Manager at Bonhoeffer Capital Management. Before this, he was managing director at Empire valuation consultants. He’s a graduate of UCLA Anderson School of Management with an MBA and he’s a graduate at Union College with a BS in electrical engineering. In today’s episode, we discuss his philosophy and approach and a couple examples of investment ideas on a welcome Keith to the show, and I want to welcome all our listeners to a very special episode.
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