valuetalks
ValueWalk’s Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this part, George discusses what led him to investing and PanAgora’s approach to ESG investing. The following is a computer generatedtranscript and may contain some errors. Q3 2020 hedge fund letters, conferences and more PanAgora's Approach To ESG investingSo to start, can you tell our listeners a little bit about your background and how it led you to panagora? Yeah, so I have been probably a typical quant analyst, Portfolio Manager background. So growi...
ValueWalk
ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his one person investment team, the fee structure, his idea generation process, the quantitative standpoint of his investments, evaluating the company’s culture, and his thoughts on the long term risk free rate. Transcript continues.Q3 2020 hedge fund letters, conferences and moreAnd in the future, as you grow, do you ever envision yourself having a big investment team beyond your beyond the one person?I would hope not, I have bought [inaudible] Willow Oak, you know...
ValueWalk
An excerpt from ValueWalk’s interview with David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors discussing how *crisis creates opportunity\. Read the full interview on [ValueWalk Premium](https://valuewalkpremium.com/2020/08/where-to-find-value-with-michael-price-protege-david-marcus/)\.*Q2 2020 hedge fund letters, conferences and moreCrisis Creates OpportunityWell, I think that crisis creates opportunity. It always has it always well. The crisis each time is different each time it’s for another reason. We can go back as far as you want in history. Sometimes it’s a health crisis. Som...
ValueWalk
An excerpt from ValueWalk’s interview with David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors discussing why he was short Match.com and now sees opportunity in it along with Angie’s List. Read the full interview on ValueWalk Premium.Q2 2020 hedge fund letters, conferences and moreOpportunities In Special SituationsWell, for the opportunities are really in. I would say for us we’re seeing a lot to do in Europe. And we’re also seeing a few things here. I’ll mention one that’s based here, and then I’ll mention as many as you want in Europe, but the one that’s here IAC is interactive C...
ValueWalk
An excerpt from ValueWalk’s interview with Matthew Peterson, CFA, Managing Partner of Peterson Capital Management, discussing why Daily Journal Corp is misunderstood. Read the full interview on ValueWalk Premium.Q2 2020 hedge fund letters, conferences and moreWhy Daily Journal Corp Is MisunderstoodYes. That’s a great. Ah, it’s a great question, great company, Raul. I will preface this by by pointing out that I don’t typically discuss portfolio holdings publicly, however, I have consciously made a decision to discuss Daily Journal Corp on a few occasions because it is such a long term holding f...
ValueWalk
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