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International Value Panel: Charles de Vaulx, Katrina Dudley, And More – 2019 Ben Graham Conference

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Jacob Wolinsky
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Notes from the International Value Panel featuring International Value Advisor's Charles de Vaulx, Franklin Mutual Advisor's Katrina Dudley, Radin Capital Partners' Brad Radin, and Tweedy, Browne's Thomas H. Shrager from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19.

See the full notes here.

Q2 hedge fund letters, conference, scoops etc

Aswath Damodaran
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International Value Panel

Charles de Vaulx

CIO/Portfolio Manager, International Value Advisor

  • Try to beat benchmark over full economic cycle
  • No business cycle in past 10 years
  • High yield bonds – bought some offshore
  • FX hedging
  • S&P majority earnings are outside US, will always be exposed to currency risks

Katrina Dudley,...

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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.