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James Elbaor (Marlton LLC): Investing In Investors

Value Hive Podcast

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Navigating Investment Strategies

This chapter explores investment strategies in UK investment trusts and US closed-end funds, emphasizing the significance of management teams and peer insights over traditional metrics. It delves into the importance of maintaining an investment philosophy, particularly value investing, while navigating challenges of net asset value and discount strategies. Additionally, the discussion contrasts investing in public companies with fund investments, highlighting the skills needed for each and the complexities involved in making informed investment decisions.

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