Value Investing with Legends
Value investing is more than an investment strategy — it's a fundamental way of thinking about finance. Developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, value investing has proven to be the most successful money management strategy ever developed. This podcast promotes the study and practice of Graham & Dodd's original investing principles and features interviews with some of the world's greatest investors.
Episodes
Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santos speak with Jim about his path from studying biology and economics to leading one of the industry's most distinctive healthcare investment platforms. Jim explains how Deerfield evolved from a public-
Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
In this episode, hosts Tano Santos and Michael Mauboussin speak with Matthew Fine, portfolio manager at Third Avenue Management, about his path into investing and the firm's value-driven philosophy. Matthew reflects on lessons from early experiences like the Argentine crisis and explains how balance sheet strength and long-term thinking shape investment decisions. The conversation examines global
Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
In this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approach to dividend-focused investing. Jenny shares her journey from early internships to portfolio management and explains how her strategy targets steady income through high-quality dividend-paying companies. The discussion examines risk management through cash f
Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineering and construction to Lehman Brothers and ultimately founding a public equities firm focused on the GCC. Samer reflects on lessons from the 2008 financial crisis, why private equity struggled in the region, and how his team applies a private equity mindset to
Ricky Sandler - Investing Through Perception Shifts and Market Cycles
Ricky Sandler, founder, CEO, and CIO of Eminence Capital, joins hosts Michael Mauboussin and Tano Santos to explore a dynamic career spanning over three decades in long-short investing. Starting with stories from his upbringing and early career, Ricky unpacks the foundations of his investment philosophy centered around "change in perception" — a framework shaped by evolving market structures and i
Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
Robert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investing. With deep roots in accounting and formative experiences auditing firms like Tweedy, Browne, Bob shares how those early exposures led him to a career buying underfollowed, undervalued companies. In this episode, Bob discusses how his contrarian approach has
Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
In this episode, host Tano Santos sits down with Richard Brekka, founder and managing partner of Second Alpha, to examine the lesser-known world of secondary investing in private technology companies. With decades of experience—from venture capital to secondary transactions—Richard shares his journey through private equity at Chase and CIBC, his role in building and reviving companies like Gomez I
Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
Amit Wadhwaney, founding partner and portfolio manager at Moerus Capital Management, joins hosts Tano Santos and Michael Mauboussin to trace his unorthodox journey from Bombay to Concordia to founding a value investing firm focused on the balance sheet. Along the way, he discusses his early exposure to Marty Whitman, lessons from Third Avenue's international expansion, and what led him to start Mo
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Bill Ackman, founder and CEO of Pershing Square Capital Management, joins hosts Michael Mauboussin and Tano Santos to trace the arc of his investing journey—from his early days in real estate finance to founding Gotham Partners and eventually building Pershing Square into a $30 billion firm. Bill discusses formative moments that shaped his thinking, including his controversial early short of MBIA
Kristin Gilbertson - Risk, Resilience, and Returns
In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of Pennsylvania Endowment. Kristin shares her early interest in economic development and her unique journey through the World Bank, Stanford Management Company, and into managing a major university endowment. She outlines how risk awareness and preparat
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his formative stories — from arbitraging coins as a kid to launching Baupost in 1982 — and reflects on his decades-long investment philosophy. They explore timeless principles of market inefficiencies, the im
Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at Caltech to leading research in behavioral finance and quantitative investing. Kent shares insights from his academic work and his years at Goldman Sachs, including his critiques of the Fama-French mod
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension between risk and behavioral explanations in finance. From his formative years at the University of Chicago under Gene Fama to building AQR into a quant powerhouse, Cliff reflects candidly on theory, perfor
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental U.S. Growth Team at BlackRock. With extensive experience in the investment industry, Phil shares his journey from law to finance, discusses his investment philosophy, and explains the importance of sustainable competitive advantages. The conversatio
Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate dynamics of global technology regulation. Anu is recognized for her deep expertise in international economic law. Her pivotal books "The Brussels Effect" and "Digital Empires" explore how significant r
Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced perspective on digital versus analog platforms, co
James Bessen - Understanding the Tech Paradigm
In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving into the intricacies of technological advancement and market dynamics, Bessen shares his insights on the evolving landscape of competition and innovation. The discussion highlights the impact of propri
Jan Hummel - Deep Diligence at Paradigm Capital
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European asset landscape. Jan discusses the foundational investment philosophy of Paradigm Capital, emphasizing risk minimization and the strategic deployment of assets across Europe. Key discussions pivot arou
Todd Combs - Charlie Munger's Legacy
In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire Hathaway and a close acquaintance of Munger. Todd shares personal anecdotes and insights into Munger's profound influence on the investment world and his unique approach to life and business. From his e
Kim Lew - The Dynamics of Risk Management and Asset Allocation
Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the Bronx to managing a prominent Ivy League endowment. Kim shares her insights on navigating the intricate world of investment management, particularly in risk management and asset allocation. With a career marked by pivotal roles at entities like the Fo
John Armitage - Navigating Macroeconomic Shifts
In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chief strategist behind the success of Egerton Capital, Armitage brings his profound insights into navigating the complexities of portfolio management and the subtle art of risk-taking in fluctuating markets. His expertise, honed through years of experi
Nicolai Tangen - Decision-Making and Intuition in Investing
In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions. Enter Nicolai Tangen, the astute CEO of Norges Bank Investment Management, who joins hosts Michael Mauboussin and Tano Santos on Value Investing with Legends. A connoisseur of art history and asset management, Nicolai offers a rare blend of expertise, drawing
John Rogers - The Power of Patience
John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with his contrarian value investing strategies. But he's not just a practitioner; he's an educator, avidly reading and contributing to seminal works in investment literature. John's journey began with an early fascination for finance from his youthful da
Sheldon Stone - Liquidity, Covenants, and Capital Availability
Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we're thrilled to have Sheldon Stone on the show. Sheldon was the first in his family to go to college, attending the highly respected Bowdoin College. He was part of a remarkable class of 225 students, an experience that shaped his unique perspective on life and
Ray Dalio - Risk, Return, and Asset Allocation
Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current economic landscape, and the patterns that govern financial markets. As an iconic investor and author, Ray offers a wealth of knowledge backed by years of experience in the finance industry. He has wr
Fireside Chat with Tom Gayner, Markel Corporation
Today's conversation is a special one. I'm delighted to share my fireside chat with Markel Corporation's Tom Gayner from our 26th Annual CSIMA Conference. With decades of industry experience, Tom joined us to share insights into how Markel has differentiated itself from others in the insurance industry and the investment approach and philosophies that facilitate its continued growth. Thomas "Tom
Scott Hendrickson - An Unmasking of Quality
When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That's why today's guest, Scott Hendrickson, heavily emphasizes management quality and companies where diligence can provide a high level of conviction. As a Columbia Business School graduate and adjunct professor, Scott is both a practitioner and a teacher. He has been an integral part of the inve
Bill Nygren - Fundamental Investing From A Generalist's Perspective
With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With over 40 years of experience in the industry, this is a lesson that today's guest, Bill Nygren of Harris Associates, instills in the younger analysts he mentors. Bill is a true legend of value investing and an investor you can turn to whenever the mar
Angela Aldrich - Developing A Differentiated View
One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldrich, fits that bill perfectly. Angela is the co-founder of Bayberry Capital Partners, a hedge fund with a half-billion dollars in assets based in New York. Before starting Bayberry Capital Partners, s
Charley Ellis - The Evolution of the Asset Management Industry
Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped and highly resourced experts competing against each other. When I think about my pantheon of all-time great investment thinkers and writers, our guest today stands out as one of the industry's lege
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow into profitability. Today's discussion is one I was looking forward to because we're focusing on value-based strategy frameworks and using strategic analysis to understand whether a company has a com
Mitch Julis - Finding the Opportunity in Complexity
To be a good value investor, you must be a good credit analyst. Over the years, I learned so much from the many investors I've met through Heilbrunn. I've shamelessly incorporated these ideas and insights into my lecture notes and the curriculum. Today's guest is one such person. Mitch Julis has had a disproportionately large impact on both my thinking and the program design. Now he joins me f
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
"Right next to the really cheap junk, there are some really cheap gems." Welcome to a new season of the Value Investing with Legends podcast! We're delighted to welcome our first guests for the season, Andrew Wellington and Dan Kaskawits from Lyrical Asset Management. In 2008, Andrew started the firm with three core pillars of investing: value, quality, and analyzability. That approach leads t
Amy Zhang - Identifying Exceptional Potential
"We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies." This is at the core of the investment philosophy of today's guest, Columbia Business School alum Amy Zhang. Amy is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus, Alger Mid Cap 40, and Alger Small Cap Growth Strategies. She joined Alg
Ashvin Chhabra - The Aspirational Investor
How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals? That's what today's guest, Ashvin Chhabra, set out to answer with the Wealth Allocation Framework. Ashvin is President and Chief Investment Officer of Euclidean Capital, a New York-based family office for James H. Simons & Marilyn H. Simons. The Simons Foundation is dedicated to
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
"The data is the data, and that's it." As a model user, it's easy to get hyperfocused on quantitative data but reality requires a broader approach. In the current market environment with uncertainty at every turn, it's an advantage to be able to blend quantitative and qualitative analysis with years of experience observing the interaction between the economy at large and financial markets. T
Allison Fisch - Unlocking Value in Emerging Markets
Welcome back to Season 7! From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have been many changes since we wrapped our last season at the end of 2021. Outside of that, a lot has happened in the markets. We've seen significant drawdowns in some growth stocks, conversations are centered around inflation and stagflation, and the
Munib Islam - Creating Long-Term Value
Time arbitrage is one of the biggest behavioral advantages an investor can have. Joining us today to talk about what it means to be an engaged, long-term shareholder is Munib Islam. Munib is someone who has experienced investing from many different angles, from a traditional long-short hedge fund to sitting on corporate boards and seeing the process of approving corporate performance from the in
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change
Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns. Today we're continuing our examination of the activist style of investing by exploring the intersection of two important trends in the money management industry: activism and environmental, social, and governance investing. Impactive Capital's Lauren Taylor Wolfe joins us to share h
Bringing An Outside Perspective Through Transformational Activism with Mason Morfit
In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward. Transformational activism in particular is centered around a deep commitment and trusting relationship between the investor and the company. This multi-dimensional approach forgoes short-term solutions like financial engineering and instead focuses on working with great leaders
5x5x5 Russo Student Investment Fund: Class of 2021
Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way. Through the 5x5x5 Russo Student Investment Fund, he set out to prove the teaching value of a long-term fund rather than the conventional short-term activity that the existing systems favored. Each year, students submit their ideas for new investments with five ideas ulti
Chris Davis - A Multifaceted Perspective on Financial Services
A year and a half into the pandemic, a lot has changed in the investment landscape. Individual investors have been empowered, economies reacted in unpredictable ways, and we still have no clear idea of what is to come. At the same time, when we take a retrospective look, we can find parallels between the trends, behaviors, and reactions of today and events in the past. Today we're joined by one
The Art of Fund Management with Chase Sheridan & Will Pan
Since our first podcast in the spring of 2019, we've built a wonderful audience around the world, and now have a terrific collection of interviews with remarkable investors. I have loved the opportunity to host these interviews myself but from the very beginning, I felt that you would benefit from having another voice to challenge the guests and bring a different point of view to the podcast. Th
Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of value investing, there's a crop of activist investors who are now embracing their role in engaging management in various ways, whether to improve operational performance, address governance issues, or simply to encourage better capital allocation and distribution
Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example of this is the new generation of activist investors in Europe. Students of mine have heard me say for some time that Europe has been ripe for activism. I believe that with structural changes in European capital markets, combined with the state of gl
Elizabeth Lilly - Embodying the Principles of Value Investing
The value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies the principles and practices of value investing like very few people do. She makes investing look easy and her lecture always captures the pure essence of value investing. Elizabeth Lilly is Chief Inve
Anna Nikolayevsky - The Value of Independent Thought
Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm's financials and prospects, while the structural side puts that analysis in the specific context of the industry as well as the economy at large. Our guest, Anna Nikolayevsky, is here today to share her approach and how her investment strategy has evolved.
David Marcus - Developing a 3D Perspective of Investing
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting pressure on improving operational performance to generate returns. In such an environment, Europe is fertile ground for the value investor. With room for operational improvement in many sectors and a robust institutional environment, it's an ideal m
Samantha Greenberg - Recognizing True Asymmetry
Many of the guests that I've had on this program are people I've known for years. We approached those conversations as an opportunity to explain together to the audience their methods, philosophies, and approach. Today's conversation with Samantha Greenberg is a bit different. Samantha is someone I've looked forward to meeting for some time now as she would come up constantly in conversations with
Mohnish Pabrai - The Value of Continuous Learning
There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What's surprising is that while many people listen to them, hardly anyone puts those lessons into practice. Today's guest, Mohnish Pabrai, is not one to miss such opportunities and he attributes much of his success to his hunger to learn, improve, and adjust. Mohn
Jan Hummel - The Rare Advantage of Real-World Experience
Modern value investing emphasizes investing in resilient franchises and letting the compounding do the work for you. Today's guest, Jan Hummel, is a fantastic expositor of this subject and a friend of the Center who has been part of many of our events over the years. In 2007, Jan launched the Paradigm Capital Value Fund with Bruce Greenwald, the founder of the Heilbrunn Center and Columbia Busines
Howard Marks - Successful Investing Through Buying Things Well
The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades. Today's conversation is with Howard Marks, the Co-Founder and Co-Chairman of Oaktree Capital Management, which is one of the largest credit investors in the world and certainly the largest
The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
Today's conversation is with Henry Ellenbogen and Anouk Dey from Durable Capital Partners. Henry founded Durable in 2019 and serves as Managing Partner and Chief Investment Officer. Before that, he was a Vice President of T. Rowe Price, T. Rowe Price Group Chief Investment Officer for U.S. Equity Growth, the lead Portfolio Manager for the U.S. Small-Cap Growth Equity Strategy, and the Portfolio Ma
Rishi Renjen - Evolving Your Investment Process
Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. Rishi earned a Bachelor of Science in Economics, with a concentration in Finance, from The Wharton School at the University
Richard Lawrence - Investing in Superior Businesses
With the COVID-19 crisis dominating our spring semester, the focus of the podcast shifted slightly, and we had several conversations with distinguished investors talking about the impact of the crisis on financial markets. For this season, in addition to the essential lessons about investing and good asset management practices, we are going to explore broader investment experiences and different a
Learning from Five Years of the 5x5x5 Russo Student Investment Fund
Welcome back to a new season of the show! Our first conversation is going to be a little different as we'll be talking about this year's picks for the 5x5x5 Russo Student Investment Fund. Joining me today is Tom Russo, who designed and funded this first-ever student investment fund at Columbia Business School in 2014, and students James Shen and Freda Zhuo, whose portfolio picks have performed par
Kim Shannon - Value Investing - Bringing it All Together
Today's conversation is with Kim Shannon President and Co-Chief Investment Officer at Sionna Investment Managers. Kim founded Sionna Investment Managers in 2002 and has more than 35 years of industry experience, and previously served as the Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. Kim is also a board member with the Canadian Coalition for Good
Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital
Today's conversation is with Dan Davidowitz and Jeff Mueller of Polen Capital, which is a firm that is dedicated to researching and analyzing the highest-quality companies around the globe and investing for the long haul and with a business owner's mindset. Dan is the co-head of the Large Company Growth Team and the lead portfolio manager of the firm's flagship Focus Growth strategy. Jeff is co-po
C.T. Fitzpatrick: Value Investing in Times of Deep Distress
Today's conversation is with C.T. Fitzpatrick, Founder, Chief Executive Officer, Chief Investment Officer at Vulcan Value Partners. C.T. founded Vulcan in 2007 and since then, all five strategies have peer rankings in the top 1% of value managers in their respective categories. Before starting Vulcan Value Partners, C.T. worked as a principal and portfolio manager at Southeastern Asset Management
Michael Mauboussin – Investing in times of (the Coronavirus) Crisis
Today's conversation is with Michael Mauboussin, Head of Consilient Research at Counterpoint Global. Before joining Counterpoint Global, Michael was the Director of Research at BlueMountain Capital Management in New York and previously the Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael has also authored several books a
Francisco García Paramés - Value Investing for the Long Term Guest
Today's conversation is with Francisco García Paramés, chairman and chief investment officer at Cobas Asset Management, which he founded in 2016. Before founding Cobas, Francisco was with Bestinver for over 25 years. During that time, he built a legendary record and posted an average annual return of 15%, outperforming the reference benchmark by more than 700 basis points. Francisco is based in my
David Samra - Leveraging Fundamentals to Remain Relevant
Today's conversation is with David Samra, managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is the lead portfolio manager of the Artisan International Value Fund, which he has managed since its inception in September 2002. Mr. Samra also was co-portfolio manager for the Global Value Fund from its inception in December 2007 through Septe
Bruce Greenwald - Staying on the Right Side of the Trade
Today's conversation is with Professor Bruce Greenwald, guru to Wall Street's gurus. Bruce is the Robert Heilbrunn Professor of Finance and Asset Management Emeritus at Columbia Business School and is the former Academic Director of the Heilbrunn Center for Graham & Dodd Investing. He has been the recipient of numerous awards, including the Columbia University Presidential Teaching Award and his c
Matthew McLennan - The Power of Selectivity and Patience
Today's conversation is with Matthew McLennan, head of the Global Value team and a portfolio manager of the Global Value, International Value, US Value and Gold strategies at First Eagle Investment Management, where host Tano Santos also works as a Senior Advisor. Matt is interested in the field of education, and he is a trustee of the Trinity School in New York City. He serves as co-chair of the
Joel Greenblatt - Investing Off the Beaten Path
Today's conversation is with Joel Greenblatt, Founder and Managing Partner of Gotham Asset Management. Since founding Gotham in 1985, Joel and his partner Robert Goldstein have developed the firm into a large asset management company, well beyond the traditional hedge fund model and offering mutual fund products for the retail investor. Throughout his career, Joel has been a very successful adjunc
Leon Cooperman - Looking For More For Less
of Omega Advisors. After getting his MBA from Columbia Business School, Leon joined Goldman Sachs as a Junior Analyst and ultimately built up Goldman Sachs' asset management division, GSAM. In 1991 Leon decided to follow his passion for money management and started his hedge fund, Omega Advisors, which became a family office in 2018. Leon is a member of The Giving Pledge and he takes great pleasur
Ross Glotzbach - The Power and Strength of Experience
Today's conversation is with Ross Glotzbach, the CEO and Head of Research at one of the great names in value investing, Southeastern Asset Management, the firm founded by Mason Hawkins over 40 years ago. Ross is also the co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Before joining Southeastern in 2004, he was a Corporate
Jenny Wallace - Identifying Value at the Summit
Today's conversation is with Jennifer Wallace, a wonderful expositor to the main ideas of value investing, but also a very deep thinker when it comes to the interaction of value investing and the market at large. Jenny is the co-founder of Summit Street Capital Management, where she is the portfolio manager of the US equity value fund. She's also a Columbian through and through as she holds a BA f
Connecting Theory and Practice Through The 5x5x5 Student Investment Fund
Today's conversation is with Tom Russo, the master of consumer brand investing, and two of our best students, Jeffrey Johnson and Michael Allison. We're talking about the 5x5x5 Student Investment Fund and having a deep discussion about some of the specific stocks in the portfolio. The concept for the 5x5x5 fund came out of Tom's concern that conventional investment funds for students offered limit
Jean-Marie Eveillard - Taking a Top-Down Approach to Value Investing
Today's conversation is with international value investor, Jean-Marie Eveillard. As portfolio manager of the Société Générale International Fund, later becoming the First Eagle Global Fund, where he returned an annualized 15% for over 25 years. In 2001, Jean-Marie and co-manager Charles de Vaulx were named Morningstar International Stock Fund Managers of the Year and later in 2003, Jean-Marie was
Christopher Davis - Investing with Curiosity
Today's conversation is with the Chairman of Davis Advisors, Christopher Davis. Christopher oversees approximately $30 billion of client assets worldwide. Christopher currently serves as CEO and Portfolio Manager and Davis Advisors continues to be recognized as a leading independent investment management firm and one which wholeheartedly embodies the basic principles of value investing. Christ
David Abrams - Applying a Fundamental and Value-Oriented Approach to Investing
Today's conversation is with investor David Abrams, who was described by the Wall Street Journal as a "one man wealth machine." David is the CEO and Portfolio Manager of Abrams Capital, an investment firm that he founded in 1999. Abrams Capital is unlevered and long-term oriented and currently holds over $9 billion in assets under management. David is notoriously private and is not keen on intervi
Michael Mauboussin - Overcoming Biases for Effective Decision-Making
Today's conversation is with one of the finest intellectual investors and academic at heart, Michael Mauboussin. Michael is the Director of Research at BlueMountain Capital Management in New York and was formerly the Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. While rising to the top in his corporate career, Michael author
Tom Russo - The All-Important Power of Consumer Brands
Today's conversation is with the master of consumer brand investing, Tom Russo. Tom is the Managing Member of Gardner Russo & Gardner LLC, Partner at Semper Vic partnerships, and he oversees more than $9 billion through separately managed accounts and Semper Vic partnerships. Tom is also a board member of the Heilbrunn Center for Graham & Dodd Investing at Columbia Business School. Growing up in J
Mario Gabelli - Welcome to Value Investing with Legends!
Today's conversation is with the legendary Mario Gabelli, the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia Business School, and honorary doctorates from Fordham University and Roger Williams University. Since starting h
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