Roger Fan

Roger Fan, Chief Investment Officer at RF Capital Management, dives deep into Joel Greenblatt's investment strategies. They discuss the lucrative world of spinoffs and how they serve as ripe opportunities for mispricing. Fan highlights the importance of concentration in portfolios and shares his preferred special situations to invest in, including unique bankruptcy deals. They also explore case studies like Host Marriott and L'Occitane, revealing how strategy and market psychology can lead to significant investment success.

Roger Fan, the Founder and CIO of RF Capital Management, shares insights from his investment journey focused on nano-cap and special situations. He discusses his goal of achieving 15-20% returns with a concentrated portfolio. The conversation delves into RF Capital’s value investing approach, revealing strategies for evaluating nano and micro-cap stocks. Roger also analyzes Zen Game Technology, highlighting its promising growth and strong ownership. The episode emphasizes adaptability in evolving investment strategies and the importance of thorough research.