In this Allocator’s Edge series episode of the Value Perspective we’re excited to welcome Swen Lorenz as our guest. Swen is the founder and CEO of Sarnia Asset Management. He also runs the deep value research platform Undervalued Shares and organises the one-of-a-kind Weird Shit Investing Conference. If you’re drawn to unconventional off-the-beaten-path investing ideas, Swen is the man to know. From litigation finance to biotech to just downright weird assets, Swen uncovers some of the most intriguing asymmetrical ideas in the market. In this episode, we discuss: Sarnia’s objective and what it takes to launch and grow an asset management firm today; how written research can cut through noise in a crowded investment world; the origins of the Weird Shit Investing Conference and what’s next for the event; and finally, Andrew Walker’s shipping analogy for the active vs passive investment debate. Enjoy!
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