The latest edition of the Graham & Doddsville newsletter is out. The publication is put together by the students of Columbia Business School. You can download and read a copy here. The Spring 2017 issue includes interviews with A. Rama Krishna (ARGA Investment Management), Cliff Sosin (CAS Investment Partners) and Chris Begg (East Coast Asset Management). It […]
Month: June 2017
FT Interview With Ruchir Sharma
Interesting profile of Ruchir Sharma in the FT this past week. He is the is Head of Emerging Markets as well as Chief Global Strategist at Morgan Stanley Investment Management. Sharma grew up in India and got his start writing a weekly column for The Observer and, later, the Economic Times of India. In 1996, he was recruited by Morgan […]
Quarz Capital Goes Activist On HG Metal
Here is a potentially interesting activist situation at play in Singapore. Quarz Capital Management (Quarz) recently published an open letter to the board of directors of HG Metal Manufacturing (HG), an SGX-listed stockist and manufacturer of steel products. Based on their analysis, HG’s shares are trading at a “fire-sale” discount of ~60% to the company’s […]
Andrew Foster On Money Life
Andrew Foster, the founder and CIO of Seafarer Capital Partners (Seafarer), was a recent guest on the Money Life podcast. Seafarer is an investment adviser focused on emerging markets. The firm was founded in 2011 and currently offers two funds: Overseas Growth and Income and Overseas Value. Foster was previously at Matthews International Capital Management. […]