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Lengthy Interview with Bonhoeffer Capital’s Keith Smith: Compound Mispricings

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Jacob Wolinsky
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ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. Readers can find the audio and 17, 125 word transcript below.

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Compound Mispricings with Keith Smith, CFA, PM of Bonhoeffer Fund

 

Transcript

Good morning podcast listeners. Today's very special episode with Keith Smith, Portfolio Manager at Bonhoeffer Capital Management. Before this, he was managing director at Empire valuation consultants. He's a graduate of UCLA Anderson School of Management with an MBA and he's a graduate at Union College with a BS in electrical engineering. In today's episode, we discuss his philosophy and approach and a couple examples of investment ideas on a welcome Keith to the show, and I want to welcome all our listeners to a very special episode.

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid