Alluvial Fund, Bonhoeffer Fund and Arquitos Capital Roundtable Transcript

Willow Oak Asset Management recently brought together the managers of its four affiliated funds to discuss the current investing environment, their philosophy and approach, and a few stock ideas. The panel included David Waters (Alluvial Fund), Keith Smith (Bonhoeffer Fund) and Steven Kiel (Arquitos Capital). The roundtable transcript is available for subscribers below.