Sohn 2021 Investment Conference: Bridgewater Is Concerned About Inflation And Fiscal Policy

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Rupert Hargreaves
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This year’s Sohn 2021 Investment Conference featured Patrick O’Shaughnessy in conversation with Karen Karniol-Tambour. Q1 2021 hedge fund letters, conferences and more Karen Karniol-Tambour is the head of investment research at Bridgewater Associates, the world’s largest hedge fund. She directs a 150-person team that helps the firm direct the $160 billion of assets it manages for clients. Patrick O’Shaughnessy is the Chief Executive Officer at O’Shaughnessy Asset Management, author of Millennial Money: How Young Investors can Build a Fortune and a contributing author to the Fourth Edition of What Works on Wall Street. Bridgewater’s process and radical diversification O’Shaughnessy jumped…

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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