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Bonhoeffer’s Keith Smith: The opportunities in mispriced equities

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Jacob Wolinsky
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ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses his background and what led him to finance, Benjamin Graham as an inspiration, the reason why people have become more specialised, and shorting is a very difficult exercise.

Q3 2019 hedge fund letters, conferences and more

opportunities
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Alright, yeah, so I just wanted to welcome all our listeners to a very special episode. I have Keith Smith, Portfolio Manager at Bonhoeffer Fund. And Keith, welcome to the show.

Hi, are you doing?

Oh, good, thank you. And yeah, so first question, can you just tell...

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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.