70 Épisodes

  1. Fireside Chat with Tom Gayner, Markel Corporation

    Publié: 31/03/2023
  2. Scott Hendrickson - An Unmasking of Quality

    Publié: 17/03/2023
  3. Bill Nygren - Fundamental Investing From A Generalist's Perspective

    Publié: 03/03/2023
  4. Angela Aldrich - Developing A Differentiated View

    Publié: 17/02/2023
  5. Charley Ellis - The Evolution of the Asset Management Industry

    Publié: 03/02/2023
  6. Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

    Publié: 20/01/2023
  7. Mitch Julis - Finding the Opportunity in Complexity

    Publié: 06/01/2023
  8. Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk

    Publié: 16/12/2022
  9. Amy Zhang - Identifying Exceptional Potential

    Publié: 01/07/2022
  10. Ashvin Chhabra - The Aspirational Investor

    Publié: 17/06/2022
  11. Abby Joseph Cohen - Blending the Quantitative with the Qualitative

    Publié: 03/06/2022
  12. Allison Fisch - Unlocking Value in Emerging Markets

    Publié: 20/05/2022
  13. Munib Islam - Creating Long-Term Value

    Publié: 03/12/2021
  14. Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change

    Publié: 12/11/2021
  15. Bringing An Outside Perspective Through Transformational Activism with Mason Morfit

    Publié: 29/10/2021
  16. 5x5x5 Russo Student Investment Fund: Class of 2021

    Publié: 15/10/2021
  17. Chris Davis - A Multifaceted Perspective on Financial Services

    Publié: 01/10/2021
  18. The Art of Fund Management with Chase Sheridan & Will Pan

    Publié: 17/09/2021
  19. Anne-Sophie d'Andlau - Driving Change By Engaging With Impact

    Publié: 09/04/2021
  20. Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets

    Publié: 26/03/2021

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Value investing is more than an investment strategy — it's a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS '21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and securities markets during the last several decades, value investing has proven to be the most successful money management strategy ever developed. Value investors' success over the second half of the twentieth century proved not only the validity of the value approach, but its preeminence over even the most widely taught and practiced modern investment theory, which was developed in the 1950s and '60s and remains dominant even today. Our mission today is to promote the study and practice of Graham & Dodd's original investing principles and to improve investing with world-class education, research, and practitioner-academic dialogue. In this podcast you will hear from some of the world's greatest investors, their views on the investment management industry, how they developed their investment process and how they see the field changing over time.

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