The Long View Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’
Nov 5, 2024
In this conversation, Charlie Dreifus, a seasoned portfolio manager known for his expertise in small-cap value strategies, shares insights from his impressive investment career. He discusses how his family's refugee background instilled a cautious investment mentality. Dreifus explains his valuation strategies focusing on market inefficiencies and contrasts mutual funds and ETFs, highlighting their unique advantages. He emphasizes the importance of passion in both investing and personal life, illustrating how it fuels success and fulfillment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
From Curiosity to Capital: A Journey Through Early Investing
02:20 • 9min
Valuation Strategies and Market Dynamics in Small-Cap Investing
11:05 • 36min
Navigating Investment Choices: Mutual Funds vs. ETFs
46:40 • 3min
A Lifelong Passion for Investing and Family
50:02 • 2min
The Importance of Passion in Professional Life
52:05 • 3min