The Value Perspective

The Value Perspective with Harvey Sawikin

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Apr 28, 2025
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ANECDOTE

Feeling of Belonging in Russia

  • Harvey Sawikin felt a deep kinship when he first met Russian CEOs who looked like his parents' friends.
  • This emotional connection made him feel he belonged in Eastern Europe and influenced his investment focus there.
INSIGHT

Firebird's Hedge Fund Innovation

  • Firebird pioneered emerging markets hedge funds by focusing on hard-to-access frontier markets.
  • Flexibility and local broker relationships enabled them to capture unique investment opportunities unavailable to mutual funds.
ANECDOTE

Yandex/Nebius Investment Success

  • Firebird bought difficult-to-access shares of Yandex's international tech business via a broker in Armenia.
  • This complex trade yielded a fivefold return, impossible for mutual funds to execute.
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