In 1995, after ten years of running the extremely concentrated hedge fund, Gotham Capital, Great Investor Joel Greenblatt and his co-manager decided to give the money back to outside investors and take it private. In addition to continuing to run the fund, what else did Greenblatt do with his time? As it turns out, plenty! […]
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KLEINSCHMIDT – CONTRARIAN VIEWS
The Tocqueville Fund’s Robert Kleinschmidt started nibbling on Apple well over a year ago when the stock was much lower. As a deep value investor Kleinschmidt says he is less enthusiastic about Apple now because it’s not as “dirt cheap” and views it as a “not terribly strong hold.” I asked him about another aspect […]
SYLLA: NEXT PROJECT
Richard Sylla wears many hats. He is the Henry Kaufman professor of the History of Financial Institutions and Markets and a professor of economics, entrepreneurship, and innovation at New York University Stern School of Business where he teaches multiple courses. He is the author of several books, including co-authoring an industry classic, A History of Interest […]
de LARDEMELLE: VIVE LA DIFFERENCE
Does being French make any difference in Charles de Lardemelle’s investment approach? The Co-Portfolio Manager of IVA Worldwide and International funds says yes it does in some very fundamental ways. Watch the related WEALTHTRACK episode.
TRAHAN: CREATING A CULTURE
In 2013 Wall Street’s number one ranked investment strategist, François Trahan joined several other former colleagues to launch Cornerstone Macro, a new investment firm specializing in macroeconomics, investment strategy and political research. In a rare television interview we asked Trahan about the best part of starting a new firm. Watch the related WEALTHTRACK episode.
LAZAR: TECHNOLOGY ADVANTAGE
Setting up a brand new, world class macro research firm is a daunting task under any circumstances, but leading economist Nancy Lazar was amazed at how much easier it was establishing Cornerstone Macro than it had been in 1991 when she and former partner Ed Hyman established ISI Group. The difference? Technology! Watch the related […]
