Forum - Interview Questions for Professional Value Investors

Hi Jonothan,

I would be curious to hear the answer directly from Francis Chou as to why he now has 5 funds. Why as a value investor would he not just incorporate it all into 1 fund and decide the weightings of bonds and domestic to foreign equities.

Second his funds have balloned to large assets under management and i wonder why he hasn't capped the funds to take advantage of smaller opportunities?  

Sorry these likely aren't the questions you were hoping for but i have been wondering them for a while and they popped into my head when i saw this forum.

D

Jonathan Goldberg said:

Hi all,

I'd like to get out and start conducting interviews with professional money managers to share with you. Please use this forum as a place to post questions you would like to see answered by some well known, and some of the lesser known, value investors out there.

Just post as the ideas come to you! We'll keep this as an ongoing thread to collect questions and I'll use them as opportunities arise.

Thank you.

Best,

Jonathan

Hi,

may I suggest that you ask how the executives have demonstrated their added value by process and or results?

Further, does the organisation interviewed seek to add value to customers or to investors as the prime objective?

Regards

Colin (dunbar)