HFA Icon

Bonhoeffer’s Keith Smith: The opportunities in mispriced equities

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses his background and what led him to finance, Benjamin Graham as an inspiration, the reason why people have become more specialised, and shorting is a very difficult exercise.

Q3 2019 hedge fund letters, conferences and more

opportunities
mohamed_hassan / Pixabay

Alright, yeah, so I just wanted to welcome all our listeners to a very special episode. I have Keith Smith, Portfolio Manager at Bonhoeffer Fund. And Keith, welcome to the show.

Hi, are you doing?

Oh, good, thank you. And yeah, so first question, can you just tell...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

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