This is the sixth installment of the SumZero Allocator interviews, a series of discussions focused on emerging manager selection and allocation.
My name is Nicholas Kapur, and this will be my final Allocator Q&A. At the time of this interview, I was SumZero’s COO and head of the firm’s int...
In an area historically dominated by behemoths such as Blackstone, KKR, and Oaktree Capital Management, the Alternative Asset Management industry is in the midst of a diametric shift. Major institutional investors like sovereign wealth funds and pensions are steadily pouring seed capital into...
Josh Young joined SumZero in 2015 with less than $10M under management and a focused approach to public energy investing. Since then, Bison Interests LLC has attracted not one ...
SumZero's CEO Divya Narendra was recently featured on The Meb Faber Show, an investing podcast with over 3.5M downloads, to discuss SumZero's evolution from...
Published: April 03, 2019
This is the fifth installment of the SumZero Allocator interviews, a series of discussions focused on emerging manager selection and allocation. My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
I am honored to be joined to...
After a steep slide in the back half of 2018, crude oil is experiencing a measured rebound in the early weeks of 2019. New U.S. sanctions on Venezuela and recent supply cuts pledged by Saudi Arabia are placing upward pressure on prices, but the picture is far from clear. Trump’s tenuous footing w...
Published: January 29, 2018
This is the fourth installment of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
I am please...
Published: January 24, 2019
We are honored to name the 5 Winners and 10 Finalists of the SumZero Top Stocks for 2019 Challenge, a research competition designed to showcase the best, forward-looking research and people for the year ahead.
Our Winners/Finalists hail from Australia, Germany, Mexico, Switzer...
Published: January 17, 2019
Today we are pleased to be joined by Mr. Sean Stannard-Stockton, CFA, President and CIO, and Senior Analyst Todd Wenning, CFA of the California-based investment manager Ensemble Capital. The two help oversee more than $800M in firm assets leveraging a long only, concentrated strategy under the fo...
Published: January 10, 2019
This is the third installment of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
Today I am honored to...
Published: December 17, 2018
This is the second leg of the SumZero Allocator interviews, a series of discussions with respected leaders in the institutional investment space. My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro.
Today I am honored...
Published: December 07, 2018
My name is Nicholas Kapur, and I am SumZero’s COO and head of the firm’s internal fund manager program called Cap Intro. I am honored to be joined by Mr. Anders Hall, the Chief Investment Officer of Vanderbilt University’s Office of Investments and the associated $5.6B Long-Term Investment
Published: November 29, 2018
We are pleased to announce that van Biema Value Partners and Chuck Royce have selected Caravan Capital, a $10-$50M Emerging Markets Hedge Fund, as the final winner of the van Biema Value Partn...
Published: November 27, 2018
We are pleased to announce the final research initiative of the year: the Top Stocks for 2019 Challenge.
For the third year, prime real estate in the Top Stocks PDF report, SumZero's most widely distributed research publication, is opened up to the most dese...
Published: November 02, 2018
We are pleased to announce the Winners in the recently completed Great, Undiscovered CEOs Challenge. The initiative was designed to identify actionable investments led by unsung, but nevertheless outstanding management teams.
Winners from the list below will have in-person meetings ar...
Published: October 16, 2018
Jeremy Kahan and his brother Michael co-founded North Peak Capital following careers in finance. They both attended Harvard Business S...
Published: September 20, 2018
Christopher Devlin founded Selective Wealth Management in 2009, after a brief stint as a nuclear engineer. The firm's investment methodology focuses on investing in companies with six common characteristics: 1. Lasting Products of Services, 2. Durable Competitive Advantage, 3. Highly Profitable, ...
Published: September 18, 2018
Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture on SumZero and elsewhere.
We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. Martin Chavez, Goldman ...
Published: September 13, 2018
John Rolfe, the founder and managing member of Argand Capital Advisors, has been one of SumZero's most prodigious and best performing members. Over the last decade, he has submitted 50 ideas to SumZero, generating an annualized average total return of 39.32% and an annualized median return of 32...
Published: September 12, 2018
SumZero is pleased to launch a dedicated research challenge executed in exclusive partnership with a multi-billion New York City-based hedge fund. The Challenge is designed to identify actionable investments led by unsung, but nevertheless outstanding management teams. The participating fund is s...
Published: September 05, 2018
Michael Melby has written up a litany of small and micro caps on SumZero over the last several years. In the course of his SumZero membership, he has been ranked in the top 5 analysts on the site across our All-Time, LTM, Deep Value, Long, North America, and Micro-Cap ratings.
Melby holds a ...
Published: September 01, 2018
Although meaningful progress from the United States’ diplomatic overtures to North Korea has all but stalled since the June 2018 summit, Kim Jong-un continues to cooperate with President Moon Jae-in. With plans announced for a third inter-Korean summit this fall, the prospect of reconciliation on...
Published: August 23, 2018
Gokul Raj is a portfolio manager at the Munich based Bavaria Industries Group AG. Gokul has attained a 24.42% median return across his 13 SumZero ideas, many of which focused on undercovered emerging market names in countries including India, New Zealand, and Norway.
SumZero sat down with Gok...
Published: August 23, 2018
Jake Miller has perenially topped SumZero's rankings lists, taking the top spots across several categories for years. Across 20 ideas submitted to SumZero's research database, Miller has achieved an enviable 22% median and 14.52% mean return. Miller is an analyst at New York based DS Advisors, ...
Published: August 17, 2018
SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.
What is SumZero’s Job Vault?
The Job Vault is a job listing platform that complements our research database. There are...
Published: August 16, 2018
Bill Chen, the founder and PM of Rhizome Partners, has steadily built a reputation as one of SumZero’s best primary researchers. His rigorous research approach is partly inspired by Phil Fisher’s ‘scuttlebutt’ style, and has attracted Rhizome a great deal of interest on SumZero. A recent idea o...
Published: August 14, 2018
Henrik Heffermehl is one of the most consistently and best ranked SumZero members, having topped our All-Time, Last Twelve Months, Long, GARP, Western Europe, Micro-Cap, and Energy rankings. Heffermehl is the Portfolio Manager of Oslo based Park Lane Family Office, where he specializes in Nordi...
Published: August 08, 2018
SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.
What is SumZero’s Job Vault?
The Job Vault is a job listing platform that complements our research database. There are...
Published: August 09, 2018
Published: August 03, 2018
We are proud to announce a material update to SumZero Buyside's posting terms. Approved research ideas now earn 6 months of renewed database access versus the prior standard of 4 months.
For the past 18 months, SumZero has been testing a variety of posting requirements to determine which yi...
Published: August 02, 2018
C.T. Fitzpatrick founded $15B+ Vulcan Value Partners in 2007 after a seventeen career in investment management. In some ways, he and his fund are classic value investors - looking to buy companies with strong moats that will compound over a multi-year time horizon. In other striking ways,...
Published: July 30, 2018
SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.
What is SumZero’s Job Vault?
The Job Vault is a job listing platform that complements our research database. There are...
Published: July 27, 2018
Over the last year, SumZero has published profiles of several of our more prominent members. For the the first time, we are publishing an anthology of these investor profiles. This PDF contains interviews from legends in the investment management industry, including Aswath Damodaran, Mohnish Pab...
Published: July 27, 2018
Last week’s New Yorker included an article...
Published: July 13, 2018
Professor Aswath Damodaran is currently a Professor of Finance at NYU's Stern School of Business. He has been called Wall Street's "Dean of Valuation", and is widely respected as one of the foremost experts on corporate valuation. Damodaran has published several books on equity valuation and co...
Published: July 12, 2018
Last month, the New York Times shocked the semiconductor industry with an article detailing an elaborate heist of corporate secrets from Micron Technology's Taiwan office. The article, and later coverage in the Wall Street Journal uncovered systematic corporate espionage b...
Published: July 09, 2018
Fresh off Canada's landmark, June 19th decision to legalize marijuana, we share an exclusive look at institutional cannabis opportunities through the lens of three funds listed on the SumZero Cap Intro platform. Each firm is active in the space in d...
SumZero has recently released its updated member rankings for July. Click here to view the full rankings list.
Each month SumZero publishes rankings of our top users based on the performance of their ideas. Rankings are calculated to hi...
Published: June 27, 2018
Mohnish Pabrai immigrated to the US from India to attend Clemson University in the 1980s. He studied engineering, and after graduating worked in IT. Following several years in the business, Pabrai founded, ran, and sold a small IT company. One auspicious day after selling his company, he picke...
Published: June 22, 2018
SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.
What is SumZero’s Job Vault?
The Job Vault is a job listing platform that complements our research database. There are...
Published: June 21, 2018
Billionaire cable titan John Malone is the best known cable entrepreneur in the United States. GCI Liberty (GLIBA), one of his holding companies, owns stakes in several cable assets including Charter Communications (CHTR), Liberty Broadband (LBRDK), and General Communications (GCI). In the last ...
Published: June 14, 2018
Scott Miller is the Founder and Portfolio Manager of Greenhaven Road Capital. Greenhaven recently launched the Partners Fund, a fund of funds through which Miller will be investing into emerging managers. Prior to founding Greenhaven Road, Miller founded an education company called Accelero th...
Published: June 14, 2018
Scott Miller is the Founder and Portfolio Manager of Greenhaven Road Capital. Prior to founding Greenhaven Road, Miller founded an education company called Accelero that grew to 1000+ employees.
Kevin Harris from SumZero sat down with Scott Miller to discuss Greenhaven Road Capital, small ca...
Published: June 14, 2018
In the 1990s, Albert Meyer was an accounting professor at Spring Arbor University, a small Christian college in Michigan. He had a background in forensic accounting, and through due diligence on one of the University's donors, exposed one of the biggest Ponzi-style frauds of the decade.
'The ...
Published: June 08, 2018
SumZero has recently released its updated member rankings for June. Click here to view the full rankings list.
Each month SumZero publishes rankings of our top users based on the performance of their ideas. Rankings are calculated to hi...
Published: June 07, 2018
Alliance Data Systems Corporation ($ADS) is a large publicly traded provider of marketing services and loyalty card programs. ADS has three distinct and eclectic business lines, a private label store credit card business, a data driven marketing company, and a Canadian coalition loyalty program...
Published: June 05, 2018
The outsourced CIO (OCIO) model has picked up mass adoption over the last few decades. The idea is a good one. Organizations like university endowments, foundations, and nonprofits, have the fiduciary duty to manage large pools of capital but may not have the organizational focus or desire to d...
Published: June 01, 2018
SumZero is the world's largest community of buyside investment professionals, with over 14,000 members. As part of their user profiles, SumZero members can optionally indicate who their investment heros are and what their favorite books are.
Warren Buffett was unsurprisingly the overwhelmin...
Published: June 05, 2018
A year ago, Barron's and SumZero partnered to launch a new column titled 'View from the Buyside'. Barron's has since published 35 actionable ideas sourced from SumZero's Buyside community, the majority of which have outperformed the market. SumZero continues to feature member research in Barron...
Published: June 01, 2018
Meg Whitman controversially directed Hewlett Packard Enterprise (HPE) to spin out of Hewlett-Packard in 2015. At the time, this was one of the largest spin outs in American corporate history. HPE was organized into two divisions playing to HP's historic strengths, enterprise software and server...