Robotti’s Isaac Schwartz Has A Tenth Of Its Portfolio In Kazakhstan

Robotti & Co Global Fund portfolio manager Isaac Schwartz explains why he’s invested in Kazakhstan and Slovenia

The one thing that good value investors all have in common is the willingness to look for opportunities that no one else will touch. So when Isaac Schwartz, portfolio manager of Robotti & Co’s Global Fund, says that he’s heavily invested in Kazakhstan it’s surprising but that may be part of the point.

“Kazakhstan in particular has become a place of real interest to us,” said Schwartz in an interview with Nathaniel E. Baker in today’s Bloomberg Briefs. “We have five investments there, worth a 10th of our portfolio.”