This is part two of a three-part interview with John Khabbaz founder of Phoenician Capital. The interview is part of ValueWalk’s Value Fund Interview Series.
Throughout this series, we are publishing weekly interviews with value-oriented hedge funds, and asset managers. All the past interviews in the series can be found here.
Phoenician Capital is a value-oriented partnership, investing opportunistically in small cap companies globally. The firm runs a concentrated portfolio of 20-25 stocks seeking superior absolute returns on a long term basis. Phoenician uses a private equity approach to public equities, with exhaustive primary research to find businesses that can be accumulated at prices significantly below their value.