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Jennifer Wallace

CIO of Summit Street Capital Management, focusing on high-quality companies with modest leverage when they are super cheap. She learned value investing from Bruce Greenwald at Columbia and worked for Bob Bruce.

Best podcasts with Jennifer Wallace

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33 snips
Apr 24, 2025 • 1h 1min

#46 The Numbers Lady

Jennifer Wallace, CIO of Summit Street Capital Management, shares her journey from liberal arts to value investing under the guidance of legends like Bruce Greenwald. She discusses her strategy of targeting undervalued, high-quality companies and the importance of cash management, especially during market volatility. Jennifer elaborates on the characteristics that make companies attractive for acquisition and stresses the need for discipline in long-term investments. Plus, her quirky advice on avoiding friendships with CEOs adds a humorous touch!