Zeke Ashton “2/3s of insurance cos are trading below book”

    eke Ashton is the founder of Dallas, Texas based Centaur Capital Partners. The firm specializes in value-oriented investing strategies with an emphasis on achieving excellent risk-adjusted returns.

    The Centaur Value Fund, a long / short, long-biased private investment partnership launched in August 2002, has been compounding at 16% per annum.

    Centaur Capital is also the sub-advisor to a retail mutual fund, the Tilson Dividend Fund (TILDX), launched in 2005 in partnership with Whitney Tilson and Glenn Tongue of T2 Partners. Morningstar has assigned five stars to the fund, which also ranks as #1 over 3 and 5 years in Morningstar’s “Mid Cap Blend” category.

    Should You Go All In On Water Like Michael Burry?

    Water investments? Michael Burry was one of the first institutional investors to bet against the US subprime mortgage market in the mid-2000s, and today he’s concentrating all of his investment efforts on one commodity: water. Burry’s focus on water has attracted plenty of attention to the commodity in the investment community but trying to profit Read More


    In this Opalesque BACKSTAGE interview, Zeke talks about:

    * Centaur Capital’s investment strategy: The importance of finding a distinct niche

    * Outperforming with “neglected, hated and feared” stocks

    * Dallas: a well developed and diversified hedge fund center.

    H/T http://www.cornerofberkshireandfairfax.ca