ValueWalk’s Raul Panganiban interviews Mitchell Kovitz, Founder and Principal of Kovitz Investment Group, and with Joel Hirsh, Principal and Portfolio Manager at Kovitz Investment Group. In this part Mitchell and Joel discuss how their research process has changed, Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 2 here. See part 4 here. And I just want to know, for Mitch, throughout your career, have you always employed this kind of way of team effort or how has your research process changed? So my general feeling is consensus breeds mediocrity. So I like to have everybody…
Consensus Breeds Mediocrity
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.