Donald Zilkha

Founder of Zilkha Investments, an investment firm focused on deep research and engagement with management to affect change. Has deep-rooted experience in banking and deal making.

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Aug 5, 2025 • 58min

Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

Donald Zilkha, founder of Zilkha Investments, shares insights from his extensive banking and deal-making experience. He discusses his investment approach, emphasizing deep research and management engagement to drive change. Zilkha reveals fascinating case studies, including Nathan's Famous Hot Dogs, highlighting the strategies that turned it around. He contrasts engagement with activism, delves into the evolution of investment strategies, and discusses the balance between classical value investing and modern challenges in the tech sector.

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