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Value-based Investing and Strategies for Success
The chapter introduces the guests, Bill Nigerin and Robert Bierig, portfolio managers at Oak Works funds, who discuss the history of the fund and its differentiation through value-based investing. They emphasize the importance of educational communication with shareholders, a concentrated portfolio, maximizing after-tax returns, and aligning manager incentives. Overall, the chapter provides insights into Oak Works funds' approach and strategies for success.