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

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...

