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- Value Investing to make it work in China and Asiahot!
- 16.12.2010
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On 21 October 2010, the Chairman and Co-Chief Investment Officer, Mr. Cheah Cheng Hye, was the keynote speaker at the annual Graham & Dodd Breakfast, organized by Columbia Business School's Heilbrunn Center of Graham & Dodd Investing. The topic of the presentation was Value Investing - Making it work in China and Asia.
This is a very prestigious event in the world of value investing, as it brings together practitioners, scholars, alumni and students to a forum on current insights and approaches used by some of the world’s most successful value investors. This honor was a highlight of the year for Value Partners Limited, and we are pleased to include video links and the transcript of the presentation (see attached) for your viewing.
Below, please find YouTube links to a 5-minute video preview, as well as the full recording available for download from our servers. The full version features an introduction by Professor Bruce C. N. Greenwald, who holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School.
Short Version:
• With English subtitles: http://www.youtube.com/watch?v=mT6FDYK8zAA
• With Chinese subtitles: http://www.youtube.com/watch?v=xmSOHnsbH3U
Full Version:
• Windows Compatible (242 MB): http://118.143.35.173/20101021_Graham_and_Dodd_Breakfast_Keynote_Speech(E)(60_mins).wmv
• Quicktime/Mac Compatible (423 MB): http://118.143.35.173/20101021_Graham_and_Dodd_Breakfast_Keynote_Speech(E)(60_mins).mp4
- Hits: 1834
- Howard Marks OAKTREE Open and Shuthot!
- 03.12.2010
- Howard Marks (Oaktree): Open and Shut (Dez.2010)
- Hits: 688
- Vanguard studyhot!
- 18.11.2010
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Investing in emerging markets: Evaluating the allure of rapid economic growth.
A vanguard study showing once again, that it’s valuation that counts for long term returns, not GDP growth (released in April 2010).
- Hits: 503
- Ben Inker BMO Long Term Returnshot!
- 12.11.2010
- Interesting paper on various asset classes and current problems with investing in commodities. (Ben Inker BMO; Nov.2010).
- Hits: 593