ValueWalk’s Value Fund Interview Series

This page is devoted to ValueWalk’s exclusive value fund interview series. Here you can find a collection of all the interviews ValueWalk has conducted with up-and-coming value fund managers, as well as interviews with more established figures in the world of investing and market commentators.

We’re currently uploading one new value fund interview to this page every week, so check back regularly for new content.

If you’d like to see a particular fund manager interviewed, if you’d like to see a particular fund manager interviewed, or if you’re a value-orientated fund manager looking to put yourself forward for an interview, please do get in contact. ValueWalk’s value writer Rupert Hargreaves is conducting the interviews and can be reached at [email protected]


ValueWalk’s Value Fund Interview Series

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ValueWalk’s Value Fund Interview Series

Centerstone Investors

  • Interview With Centerstone Investors [Pt.1]
  • Interview With Centerstone Investors [Pt. 2]
  • Interview With Centerstone Investors [Pt. 3]
  • Interview With Centerstone Investors [Pt. 4]

Interview with John (Jack) E. Leslie III, CFA Portfolio Manager for the Miller/Howard Income-Equity Fund

  • Dividend Investing With Miller/Howard Investments [Pt.1]
  • Dividend Investing With Miller/Howard Investments [Pt.2]
  • Dividend Investing With Miller/Howard Investments [Pt.3]
  • Dividend Investing With Miller/Howard Investments [Pt.4]
  • Dividend Investing With Miller/Howard Investments [Pt.5]

Curtis Jensen, former CIO of Third Ave. Management

  • Interview with Curtis Jensen, former CIO of Third Ave. Management [Pt. 1]
  • Interview with Curtis Jensen, former CIO of Third Ave. Management [Pt. 2]

John Khabbaz founder of Phoenician Capital

  • Interview with John Khabbaz of Phoenician Capital [Pt. 1]
  • Interview with John Khabbaz of Phoenician Capital [Pt. 2]
  • Interview with John Khabbaz of Phoenician Capital [Pt. 3]

Zeke Ashton Portfolio Manager and founder of Centaur Capital Partners

  • Interview with Zeke Ashton of Centaur [Pt. 1]
  • Interview with Zeke Ashton of Centaur Capital Partners [Pt. 2]
  • Interview with Zeke Ashton of Centaur [Pt. 3]
  • Interview with Zeke Ashton of Centaur [Pt. 4]
  • Interview with Zeke Ashton of Centaur [Pt. 5]

Joe Boskovich Sr, Chairman and Chief Investment Officer of Old West Investment Management

  • Value Interview With Old West Investment Management [Pt. 1]
  • Value Interview With Old West Investment Management [Pt. 2]
  • Value Interview With Old West Investment Management [Pt. 3]
  • Value Interview With Old West Investment Management [Pt. 4]

Philippe Desurmont Chief Investment Officer and Portfolio Manager of SMA Gestion

  • Interview With The CIO Of SMA Gestion [Part 1]
  • Interview With The CIO Of SMA Gestion [Part 2]
  • Interview With The CIO Of SMA Gestion [Part 3]
  • Interview With The CIO Of SMA Gestion [Part 4]

Anurag Sharma, author of the Book of Value: The Fine Art of Investing Wisely

  • Author Interview: The Book Of Value [Pt. 1]

Himanshu H. Shah President and Chief Investment Officer of Shah Capital

  • Interview With Value Fund Shah Capital [Pt. 1]
  • Interview With Value Fund Shah Capital [Pt. 2]
  • Interview With Value Fund Shah Capital [Pt. 3]

Keith Ashworth-Lord

Sandon Capital

Kingwest & Co

  • Interview With Richard Fogler Of Kingwest & Company [Pt. 1]
  • Interview With Richard Fogler Of Kingwest & Company [Pt. 2]
  • Interview With Richard Fogler Of Kingwest & Company [Pt. 3]

Symons Capital

  • Interview With Value Firm Symons Capital Management [Pt. 1]
  • Interview With Value Firm Symons Capital Management [Pt. 2]
  • Interview With Value Firm Symons Capital Management [Pt. 3]

Cook & Byum

  • Interview With Value Fund Cook & Bynum Capital [Pt.1]
  • Interview With Value Fund Cook & Bynum Capital [Pt.2]

Narrow Road Capital

  • Value Interview: Narrow Road Capital [Pt. 1]
  • Value Interview: Narrow Road Capital [Pt. 2]

Steven Wood, the founder of GreenWood Investors

  • Steven Wood On Rolls-Royce And Value Investing [Pt.1]
  • Steven Wood On Italy And Exor [Pt. 2]

Daniel Crosby

  1. Dr. Daniel Crosby On Behavioral Finance: The Laws of Wealth

azVALOR

  • Interview with azVALOR: Former executives of Bestinver

Michael van Biema and Allen Benello, two of the three authors of the book, Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors

  • Michael van Biema And Allen Benello On Concentrated Investing [Part One]
  • Michael van Biema And Allen Benello On Valeant Pharmaceuticals [Part Two]
  • Michael van Biema And Allen Benello On Time Arbitrage [Part Three]

Interview with Ryan Thibodeaux and Josh Pesses, Portfolio Manager and Co-Portfolio Manager of Goodwood Capital 

  • Goodwood Capital On The Strong Dollar [Part One]
  • Goodwood Capital On Undervalued Industrials [Part Two]

Interview with Ravee Mehta, the founder and portfolio manager of Nishkama Capital LLC

  • Ravee Mehta On Lessons He Learned From Quantum And Soros Management
  • Nishkama Capital On GARP Investment Management [Part Two]

Brian Boyle, the founder and portfolio manager of Boyle Capital

  • Boyle Capital On Portfolio Construction [Part One]
  • Boyle Capital On Fairfax Financial [Part Two]
  • Boyle Capital On Berkshire Hathaway [Part Three]

Interview: Chris Abraham On Mixing Value And Options

  • Interview: Chris Abraham On Mixing Value Investing And Options

John Kingham Author Of The Defensive Value Investor

  • Interview With John Kingham Author Of The Defensive Value Investor

George Gianarikas, Managing Director and Head of Global Sector Strategy at Fundstrat Global Advisors

  • Fundstrat’s George Gianarikas On John Malone [Part One]
  • Fundstrat’s George Gianarikas On Tempur Sealy [Part Two]
  • Fundstrat’s George Gianarikas On Liberty Global [Part Three]

5 Questions With Wesley Gray of Alpha Architect

  • 5 Questions With Wesley Gray of Alpha Architect [Part One]
  • 5 Questions With Wesley Gray of Alpha Architect [Part Two]

Amit Wadhwaney, one of the founders and portfolio managers of Moerus Capital Managemen, former employee of Third Avenue Management 

  • Moerus Capital On Value Investing [Part One]
  • Moerus Capital On The Margin Of Safety [Part Two]
  • Moerus Capital On Global Value Investing [Part Three]
  • Moerus Capital On Portfolio Construction [Part Four]

Kyle Mowery, Managing Partner of GrizzlyRock Capital

  • GrizzlyRock Capital On Alternative Asset Managers [Pt.1]
  • GrizzlyRock Capital On Darling Ingredients [Pt. 2]
  • GrizzlyRock Capital On Credit Investing [Pt. 3]

Daniel Lloyd and Mark Vendramin of Sui Generis Investment Partners

  • SUI Generis Investment Partners Interview

Charles Mizrahi, editor of Hidden Values Alert and the Inevitable Wealth Portfolio newsletters

  • Charles Mizrahi On Early Years And Hidden Values Alert
  • Charles Mizrahi Editor Of Hidden Values Alert Interview [Part Two]

Christian Olesen, founder and managing partner of the Olesen Value Fund

  • Olesen Value Fund Interview [Part One]
  • Olesen Value Fund Interview [Part Two]

Interview with Russell Napier author of Anatomy Of The Bear

  • Anatomy Of The Bear: Interview With Russell Napier

John Kingham

  • Interview With John Kingham Author Of The Defensive Value Investor

Lawrence Cunningham Talks AKO Capital, Buffett, New Book In ValueWalk Interview

  • Lawrence Cunningham Interview

Interview with Lawrence Creatura author of Long and Short: Confessions of a Portfolio Manager

  • Long and Short: Interview With Author Lawrence Creatura

Interview With Jeff Gramm Author Of Dear Chairman

  • Interview With Jeff Gramm Author Of Dear Chairman

Olesen Value Fund

  • Olesen Value Fund Interview [Part One]
  • Olesen Value Fund Interview [Part Two]

Ori Eyal — Emerging Value Capital Management

  • Emerging Value Capital Management Interview [Part One]
  • Emerging Value Capital Management Talks Korean Preferreds [Part Two]
  • Emerging Value Capital Management On USO, TNA And US Financials [Part Three]

Ali Meshkati — T11 Capital

  • Ali Meshkati Of T11 Capital On Finding Distressed Investments [Part One]
  • T11 Capital On The Remains Of Lehman Brothers [Part Two]

Christopher Pavese — Broyhill Asset Management

  • November 17, 2015  Christopher Pavese Of Broyhill Asset Management [Part One]
  • November 19, 2015 Broyhill Asset Management On Finding Investments And Portfolio Management [Part Two]
  • November 20, 2015 Broyhill Asset Management On Seaworld And Mispriced Options [Part Three]

Jacob Ma-Weaver — Cable Car Capital

  •   Cable Car Capital’s Jacob Ma-Weaver On Hunting For Value [Part One]
  • November 15, 2015 Cable Car Capital’s Jacob Ma-Weaver On Retrophin And Plus500 [Part Two]

Scott Miller — Greenhaven Road Capital

  • September 28, 2015 Interview With Scott Miller Of Greenhaven Road Capital [Part One]
  • September 29, 2015 Interview With Scott Miller Of Greenhaven Road Capital [Part Two]

Steven Kiel — Arquitos Capital

  • September 22, 2015 Steven Kiel Of Arquitos Capital Talks NOL Investing [Part One]
  • September 28, 2015 Steven Kiel Of Arquitos Capital On Firms With Valuable NOLs [Part Two]

Joe Koster — Boyles Asset Management

  • October 7, 2015 Interview With Joe Koster Of Boyles Asset Management [Part One]
  • October 7, 2015  Joe Koster Of Boyles Asset Management On Cambria Automobiles [Part Two]

Elliot Turner, CFA — RGA Investment Advisors

  • October 19, 2015  Elliot Turner, CFA Of RGA Investment Advisors On Checklists [Part One]
  • October 19, 2015 Elliot Turner, CFA Of RGA Investment Advisors: eBay Special Situation [Part Two]

Ben Strubel — Strubel Investment Management

  • Ben Strubel Of Strubel Investment Management On Lockheed Martin And Darden Restaurants [Pt. 1]
  • Ben Strubel Of Strubel Investment Management On Portfolio Management And The Media Sector

Jeroen Bos

  • Jeroen Bos On Deep Value Investing [Part One]
  • November 13, 2015 Jeroen Bos On The Changing Face Of Value Investing [Part Two]

Steven Towns, Author of Investing In Japan

  • November 4, 2015 Steven Towns, Author of Investing In Japan On The Outlook For Japanese Stocks [Part One] 
  • November 4, 2015  Steven Towns, Author of Investing in Japan On The Outlook For Japanese Stocks [Part Two]

Wally Weitz — Weitz Investments

  • Wally Weitz Talks About His Early Life And Investments [Part One]
  • Wally Weitz Talks Investment Process, Buffett And Omaha [Part Two]