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Value Investing with Legends

Jul 1, 2022

“We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies.”


This is at the core of the investment philosophy of today’s guest, Columbia Business School alum Amy Zhang. Amy is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger...

Jun 17, 2022

How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals?


That’s what today’s guest, Ashvin Chhabra, set out to answer with the Wealth Allocation Framework. Ashvin is President and Chief Investment Officer of Euclidean Capital, a New York-based...

Jun 3, 2022

“The data is the data, and that’s it.”


As a model user, it’s easy to get hyperfocused on quantitative data but reality requires a broader approach.


In the current market environment with uncertainty at every turn, it’s an advantage to be able to blend quantitative and qualitative analysis with years of...

May 20, 2022

Welcome back to Season 7!


From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have been many changes since we wrapped our last season at the end of 2021.


Outside of that, a lot has happened in the markets. We’ve seen significant drawdowns in some...