The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI301: Deep Value: Timeless Strategies, New Insights w/ Bill Nygren and Robert Bierig

The Intrinsic Value Podcast - The Investor’s Podcast Network

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner