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

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Jacob Wolinsky
Published on

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

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 –...

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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.comFD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.