David Schuster, the seasoned Portfolio Manager for the Small-Cap Fundamental Value strategy at Brown Advisory, delivered a compelling presentation at the Value Invest New York conference. Drawing on his extensive background, which includes leadership roles at Citigroup and Lazard Freres, Schuster shed light on his investment philosophy and two intriguing opportunities within the small-cap space....
Strategic Transformations and Value Unveiled: Insights from David Schuster’s Value Invest New York Conference Presentation
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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.

