Seth Klarman: Sacrilege but necessary rethinking of Graham Borsgade August 22, 2023 In this interview with Institutional Investor, Seth Klarman explains that there are parts of the investment ‘bible’, Security Analysis, where he has had to challenge the book’s premises.
Kim Shannon: The art of investing in the right company Borsgade June 5, 2023 Kim Shannon is Founder and Co-Chief Investment Officer of Sionna Investment Manager, a value-based investment firm based in Toronto, Canada. Shannon gives an introduction to value investing, how she selects companies for the portfolio and how we can use market history to our advantage.