James Wilson’s presentation at the ValueNYC Conference offered a compelling deep dive into a nuanced investment strategy with a particular focus on the banking sector, and one small bank in particular. His approach, developed over a career analyzing financial institutions, challenges conventional views on bank investments and proposes a unique perspective on identifying and capitalizing on banking efficiency. Investment Philosophy: Beyond Traditional Metrics Wilson’s investment philosophy veers away from traditional finance metrics and focuses on real-world efficacy. At Phoenix Asset Management Partners, Wilson emphasizes the importance of looking at banks not just as financial institutions but as businesses that need…
Phoenix Asset Management: This Incredibly Run Small Bank Is Also Super Cheap [Value New York 2023 Conference]
Jacob Wolinsky
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.
