Interview With Centerstone Investors [Pt. 2]

This is part two of a four-part interview with Abhay Deshpande of Centerstone Investors. 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.

Centerstone is a new firm established by Abhay Deshpande, former Portfolio Manager of the First Eagle Global and Overseas strategies. The firm is a New York based, privately owned SEC-registered investment advisor offering niche investment vehicles. The Centerstone strategies are very similar to what Abhay practiced in the early days at First Eagle.

The team describes itself as business analysts not “equity” analysts a more holistic approach which includes the entirety...