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Keith Smith
Portfolio manager at Bonhoeffer Capital Management with a value-oriented approach that incorporates growth via reinvestment and M&A.
Best podcasts with Keith Smith
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Oct 6, 2022
• 1h 10min
Ep. 245 - The Special Situation is Finding Growth-Oriented Firms Using Value Framework with Shree Viswanathan (SVN Capital), Steven Kiel (Arquitos Capital), Keith Smith (Bonhoeffer Capital Management)
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Join Shreekkanth Viswanathan, Steven Kiel, and Keith Smith as they explore the intriguing world of growth-oriented investing within a value framework. Shree advocates for owner-operated, high-return firms, while Steven dissects opportunities in corporate restructuring and SPAC fallout. Keith highlights the importance of M&A and the pursuit of undervalued growth. Together, they delve into investor sentiment, the potential upside of downturns, and how to navigate market fears to uncover hidden gems.
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