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Value Investing with Legends

Dec 3, 2021

Time arbitrage is one of the biggest behavioral advantages an investor can have.


Joining us today to talk about what it means to be an engaged, long-term shareholder is Munib Islam. Munib is someone who has experienced investing from many different angles, from a traditional long-short hedge fund to sitting on...

Nov 12, 2021

Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns.


Today we’re continuing our examination of the activist style of investing by exploring the intersection of two important trends in the money management industry: activism and environmental, social, and...

Oct 29, 2021

In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward.


Transformational activism in particular is centered around a deep commitment and trusting relationship between the investor and the company. This multi-dimensional approach forgoes short-term...

Oct 15, 2021

Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way.


Through the 5x5x5 Russo Student Investment Fund, he set out to prove the teaching value of a long-term fund rather than the conventional short-term activity that the existing...

Oct 1, 2021

A year and a half into the pandemic, a lot has changed in the investment landscape.


Individual investors have been empowered, economies reacted in unpredictable ways, and we still have no clear idea of what is to come. At the same time, when we take a retrospective look, we can find parallels between the trends,...