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Papyrus Capital On Alaskan Value

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Rupert Hargreaves
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When it comes to global value, Ori Eyal’s Emerging Value Capital Management is well-versed in finding the most undervalued shares around the world. Since inception (October 2008) to the end of 2016, the Emerging Value fund has produced a compound annual return of 10% for investors beating the All Country ACWI Index (MSCI All Country World Index Net) by 140 basis points or 20% in total since inception. Over the same period, the HFRI Equity Hedge Index has produced a return of 5.1% per annum.

Ori Eyal has been to produce these returns by investing off the beaten path. For example, his largest current investment totaling 23% of the Emerging Value equity portfolio is a basket of Korean...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha