Recently, I read ?Hedge Hogging? by the late Barton Biggs. It was picked up from a local 2nd hand book store ? and I?m delighted to say it was a true value find. Barton Biggs had an illustrious history as a value investor. His father was a professional investor [...]
Raman Minhas A while ago I stumbled onto the very interesting value investing website kaizen investor written by the UK based ex medical doctor Raman Minhas. Raman is on his way to financial independence through saving and value investing, and writes about it on his website. Interview [...]
Neither have I but this is how The Economist described one of the few hedge fund managers worth following. That is if you can find something about him because he keeps such a low profile. I am of course talking about Seth Klarman founder of the Baupost Group which manages [...]
I recently came across an excellent blog post called The Handicap of Experienced Investors by JJ Abodeely in his excellent blog called the Value Restoration Project. The article looks at successful fund managers identified by Fortune magazine in 1989. And with 22 years of real investment performance evaluates the success [...]
If you have found the writings of Benjamin Graham of value here is something for you.The guys at the ValueHuntr blog have taken more than a year to, from over 40 papers originally written by Benjamin Graham, compile this easy-to-read PDF document. They mention that these papers - written between [...]
Have you ever heard of Ian Rushbrook?
If you haven't I won?t be surprised.
He was one of those rare investment managers who, without much fanfare, gave his investors outstanding investment returns.
The only reason I heard of Ian was because in 2003 when I read about him in the excellent book called Money Makers (Stock Market Secrets of Britain's Top Professional Investment Managers) by Jonathan Davis.
Ian was investment director of the UK based Personal Assets Trust PLC (?PAT?) investment trust - same as a US closed end fund - from 1990 until his untimely death on 12 October 2008, in Edinburgh, aged 68. (Ian Rushbrook obituary)
From 1990 to 2008, investing mainly in large blue-chip British companies, Ian built up an enviable track record of substantially beating the market as shown in the following graph.
The Graham & Doddsville investment newsletter from the students of Columbia Business School is always a good read.The Spring 2010 issue further builds on this reputation, featuring interviews with: Glenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. (Previously with Chieftain Capital Management) Mike Blitzer and Guy [...]
Thanks to John Bethel in his Controlled Greed blog for pointing me to this interview with Tim McElvaine (pdf). Tim McElvaine made a name for himself in value investing circles by being Peter Cundill's, a well known Canadian value investor's, top associate for a number of years. Tim set up [...]
The Summer 2009 edition of the Graham and Doddsville investment newsletter from the students of Columbia Business School includes a very insightful interview with Paul Sonkin is managing member of the Hummingbird Value Fund. ?We really specialize at the sub-$100 million, which is the smallest of the small. We are [...]