Caravan Capital Wins van Biema Ex-US Small Cap Challenge

Published: November 29, 2018

Featured otavalo thin cacd597c70 663cbd1fec
Caravan Capital Management LLC

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 Partners Ex-US Small-Cap Challenge, a special initiative des...

Top Stocks for 2019 Challenge Launches December 7th

Published: November 27, 2018

Featured flora growth grass farm hayfield field rural 3356618 ff3e18ccd9
maxpixel.net

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 r...

Private Equity in Public Markets. Hunting 3x's in 5 Years.

Published: October 16, 2018

Featured north peak b1f5bfa77c
North Peak Capital LLC

Jeremy Kahan and his brother Michael co-founded North Peak Capital following careers in finance. They both attended Harvard Business School, Michael after a bachelor’s from Harvard College, and Jeremy after a bachelor’s at Yale. Their fund emplo...

Exclusive Manager Interview on Facebook

Published: September 20, 2018

Featured screen shot 2018 09 20 at 11.39.27 am 4a13de98ec
Flickr, Anthony Quintano

Our investment philosophy focuses on purchasing the very best businesses in the world. We are very selective and only consider companies that pass our rigorous Selective Process. In order to be considered a Selective Company a business must poss...

An Open Letter to Goldman's CFO on Employee Compensation

Published: September 18, 2018

Featured screen shot 2018 09 18 at 1.56.45 pm 96152e60aa
New York Times

Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture. We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. ...

Top-Ranked Deep Value Manager's Latest Small-Cap Idea

Published: September 13, 2018

Featured screen shot 2018 09 13 at 1.46.51 pm 6abdfd7200
Print57, Flickr

I think a lot of folks bifurcate the world into value and growth, but this doesn’t make sense to me. I define value investing as buying an asset at a discount to intrinsic value. Just because a business is growing quickly doesn’t mean you can’t bu...

The Great, Undiscovered CEOs Research Challenge

Published: September 12, 2018

Featured 2560px secretary geithner visits detroit  5669161307  7f8f0efba6
U.S. Department of the Treasury

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 outstan...