International
52 interviews, newest first.
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Spring 2026
Alec Henry & Adrian Meli
Eagle Capital Management
Eagle's two CIOs on finding ideas through capital flows, why they're picky about accounting, and how they underwrite a CEO change. Danaher after the spin-offs and SAP get the stock-specific time.
InternationalAccountingSpin-offsBuilding a firm -
Spring 2026
Jeff O'Donohue
Starfort Capital Management
A Los Angeles firm founded in 2015 that hunts for ideas in Japan and Korea. Jeff walks through Cuckoo and Tsubakimoto Kogyo and explains why he grades himself on doubling capital every 6 years.
InternationalAsiaSmall capsBuilding a firm -
Fall 2025
Amelia Morris & Michael Hutchens
Brandes Investment Partners
Two Brandes analysts, one on European consumer names and one on banks, on how the investment committees work. Watches of Switzerland and Slovenia's NLB are the examples.
InternationalFinancialsConsumer -
Spring 2025
Beeneet Kothari
Tekne Capital Management
Tekne holds about 10 technology names outside the US. Beeneet explains how he picks them, whether he hedges, and why the AI debate is the only one that matters to him right now.
TechnologyAIInternationalPortfolio construction -
Spring 2025
Roger Fan
RF Capital Management
Roger came in without the usual Ivy League and Goldman résumé and started RF Capital in 2017. He walks through Zengame, a Hong Kong-listed position, and Sprouts.
Small capsInternationalConsumerBuilding a firm -
Spring 2025
Scott Rosenthal
Hotchkis & Wiley Capital Management
How Hotchkis runs a contrarian value process by team, with no star PMs. Scott walks through Siemens and Nippon Sanso.
InternationalJudging management -
Spring 2025
Benjamin Beneche & Ramesh Narayanaswamy
Tourbillon Investment Partnership
Tourbillon's three pillars (fulcrum assets, symbiotic loops and outlier management) and a long section on Nintendo and the Switch 2.
InternationalPortfolio constructionBuilding a firm -
Fall 2024
Chris Waller
Plural Investing
Chris on old-economy small caps, running a short book, and three ideas: TerraVest, Watches of Switzerland after Rolex bought Bucherer, and Seaport Entertainment.
Small capsInternationalShort selling -
Spring 2024
Adam Patinkin
David Capital Partners
David Capital started in 2011 with $2 million. Adam explains his supply-side approach to shorts, with Brown-Forman as the example, and his value-plus-catalyst longs: Vistry, eDreams and Lifecore.
Short sellingSpecial situationsInternationalBuilding a firm -
Spring 2024
Noah Snyder
Snöboll Capital
Noah looks for outsider CEOs, often outside the US. He talks about Kelly Partners in Australia, Vitec in Sweden and CBIZ, and what Golden Gloves boxing taught him about investing.
InternationalJudging managementQuality compoundersShort selling -
Fall 2023
Michael Marone & John Rolfe
Crescent Rock Capital
A long/short firm whose ideas run from the US to Germany, the UK and Japan. Michael and John walk through KBR, Gerresheimer, Melrose, and owning Allegro through Sanken.
InternationalSpecial situationsAsia -
Fall 2023
Yaron Naymark
1 Main Capital
Yaron started 1 Main Capital in 2018. He covers sizing, why he sells purely on valuation, and two ideas: dentalcorp and IWG's move to a 15% management-fee model.
Special situationsPortfolio constructionInternational -
Spring 2022
Christopher Lin
Fidelity
Christopher has run Fidelity's OTC Fund, which Gavin Baker managed until 2017, for four years. He explains why he reads multiples as a measure of durability, his 'can anyone make this obsolete?' test, and Reliance Jio in India.
Growth investingTechnologyInternational -
Spring 2022
Fred Liu
Hayden Capital
Fred started Hayden in 2014. He goes deep on Afterpay and buy-now-pay-later, explains his Coinbase position, and does a postmortem on Zooplus.
Growth investingTechnologyInternational -
Fall 2021
Rudi van Niekerk
Desert Lion Capital
Rudi came from private equity and launched Desert Lion in 2019 to invest in South Africa. He covers capital allocation there, Naspers and Prosus, and the country's place in platinum-group metals.
InternationalPortfolio construction -
Fall 2021
Ben Preston
Orbis
Orbis launched its global fund in 1990 with zero in Japan, at the top of the bubble. Ben explains the contrarian habit and the case for NetEase and Tencent in China.
InternationalAsia -
Fall 2020
Sarah Ketterer & Alessandro Valentini
Causeway Capital Management
Causeway's approach to international value, with screening as a ranking tool, balance sheets strong enough to survive, and Volkswagen after the Dieselgate management cleanout.
InternationalJudging management -
Fall 2020
John Mullins & Dan Kaskawits
Lyrical Asset Management
The two PMs behind Lyrical's international book. They screen for value first and then filter for quality, with Ashtead, Sony, Nippo, Bolloré and Itochu as examples.
InternationalAsiaQuality compounders -
Spring 2020
Alex Captain
Cat Rock Capital Management
Alex was a partner at Tiger Global before he started Cat Rock in 2015. He makes the case for Just Eat Takeaway's room to grow in food delivery, plus Evolution Gaming and TransDigm.
InternationalQuality compoundersJudging management -
Winter 2020
Paul B. Kazarian
Japonica Partners
Paul went from corporate white knight in the 1980s to Fortune 500 CEO, and then became one of the largest holders of Greek government bonds, with $4 billion, during the euro crisis. He explains why he rejects the standard risk/return framework.
CreditDistressedInternational -
Fall 2019
Paul Moroz
Mawer Investment Management
Mawer's CIO on learning from running a business early, measuring performance, and three holdings: a 'boring' Wolters Kluwer, the headwinds facing Alphabet, and Constellation Software, owned since its 2006 IPO.
Quality compoundersInternational -
Fall 2019
Mohnish Pabrai
Pabrai Funds
Mohnish on the difference between compounding a portfolio and owning compounders, why he avoids borrowed money and shorts, IPSCO and GrafTech, and investing in South Korea.
Deep valueInternationalPortfolio construction -
Spring 2019
John Hempton
Bronte Capital
John made public calls on Herbalife and Valeant. He explains how he hunts for fraud, why switching costs matter, and his view on Mattel.
Short sellingAccountingInternational -
Winter 2019
Jeff Mueller & Damon Ficklin
Polen Capital
The PMs of Polen's concentrated global growth fund on their guardrails, managing risk through quality, the changing Chinese consumer, and Tencent, Alibaba, Adobe, Starbucks and Align.
Quality compoundersGrowth investingInternationalAsia -
Fall 2018
Roger de Bree, Frank Hawrylak, Jay Hill, Tom Shrager, John Spears, Bob Wyckoff, Andrew Ewert & Amelia Koh
Tweedy, Browne Company
Six members of the investment committee of one of the firms in Buffett's 'Superinvestors of Graham-and-Doddsville' talk, plus two CBS alumni analysts. Ben Graham's legacy, investing abroad, and AutoZone, WPP and Baidu.
InternationalDeep value -
Winter 2018
Seth Fischer
Oasis Capital Management
The Hong Kong-based founder of Oasis on global arbitrage, activism in Asia, why frauds in China differ from Western ones, and why this time is different for activists in Japan.
ActivismAsiaInternational -
Fall 2017
Howard Marks
Oaktree Capital Management
Howard on the rise of passive and quant strategies and what happens to price discovery and second-level thinking if they keep growing. He also talks about standing apart from the herd and investing in emerging markets.
Macro and marketsInternational -
Spring 2017
A. Rama Krishna
ARGA Investment Management
Rama applies value investing worldwide, with a focus on emerging markets. He explains why ARGA put nearly a quarter of its emerging-markets portfolio in Russia when other investors were leaving.
InternationalDeep value -
Winter 2017
Michael Blitzer & Guy Shanon
Kingstown Capital Management
Kingstown returns six years after its 2010 interview. Michael and Guy explain why a longer horizon helps in special situations, including overlooked international privatizations.
Special situationsInternational -
Winter 2017
Rupal Bhansali
Ariel Investments
Ariel's CIO of international and global equities on applying Buffett's lessons abroad and why Soros's idea of reflexivity helps explain financial crises.
InternationalMacro and markets -
Spring 2016
Adam Wyden
ADW Capital
A fund started in 2011 by a 2010 CBS grad. Adam covers IDT and Howard Jonas, Ferrari, and why he found Fiat even more interesting.
Special situationsInternationalSmall caps -
Fall 2015
Ed Bosek
BeaconLight Capital
Ed looks for ideas that are Fundamental, Meaningful and Different. He runs a global generalist book, long and short, and walks through Daqin Railway in China and Builders FirstSource.
InternationalShort selling -
Fall 2015
Jane Siebels
Siebels Asset Management Research
Jane grew up around commodities. She shares her outlook for commodities and emerging markets and explains her open, outsourced research platform.
Macro and marketsInternational -
Spring 2015
Matthew McLennan & Kimball Brooker
First Eagle Investment Management
First Eagle's value approach and the influence of Jean-Marie Eveillard. Holdings they discuss include National Oilwell Varco, Bank of New York, Groupe Bruxelles Lambert and Oracle.
InternationalDeep valueQuality compounders -
Spring 2015
Josh Resnick
Jericho Capital
Josh on investing in technology, media and telecom, with Amazon, MercadoLibre and Telecom Italia as examples.
TechnologyGrowth investingInternational -
Spring 2015
Harvey Sawikin
Firebird Management
Harvey went from M&A lawyer to frontier-markets investor in Russia and Eastern Europe. Ideas include Gazprom Neft and Bank of Georgia.
InternationalDistressed -
Fall 2014
Paul Tierney
Development Capital Partners
A New York manager that invests only in Africa, on the excitement and the problems of investing across the continent.
International -
Spring 2014
Philippe Jabre
Jabre Capital Partners
Philippe started in convertible arbitrage in the 1980s. He explains how convertibles have changed, the move into equities, and what it takes to start a fund today.
InternationalBuilding a firm -
Spring 2014
Eric Rosenfeld
Crescendo Partners
Eric on becoming an activist, how Crescendo finds targets, and why so much of its activism happens in Canada.
ActivismInternational -
Winter 2014
Geoffrey Batt
Euphrates Iraq Fund
Geoffrey went from philosophy student to frontier-markets investor focused on Iraq. He explains how he looks for markets about to be re-rated and shares ideas in Iraq.
International -
Winter 2014
Justin Muzinich
Muzinich & Co.
Justin on looking at credit ideas, running a credit-focused asset manager, and the opportunity he saw in European debt.
CreditInternational -
Spring 2013
Li Lu
Himalaya Capital
Li Lu, a regular guest lecturer in Bruce Greenwald's class, on getting his value investing 'inoculation' from Buffett himself, intellectual honesty, and his thesis on BYD.
InternationalAsiaQuality compounders -
Spring 2013
Paul Isaac
Arbiter Partners
Walter Schloss's nephew on growing up around value investors, investing abroad, an illiquid idea in regional banks tied to Crédit Agricole, and the risks when the Fed stops its extraordinary support.
InternationalFinancialsMacro and markets -
Winter 2013
Jon Friedland
Amici Capital
What makes a 'battleship' company, and why Jon looked for them in emerging markets.
Quality compoundersInternational -
Spring 2012
Tom Russo
Gardner Russo & Gardner
Tom looks for managements with the 'capacity to suffer' through early hits to reported profits to build an advantage. He talks about Nestlé, Mastercard, Martin Marietta, Brown-Forman and E.W. Scripps.
Quality compoundersInternationalJudging management -
Winter 2012
William von Mueffling
Cantillon Capital Management
Cantillon invests in companies with high, lasting financial productivity. William talks through different kinds of moats and his theses on Bank Rakyat, Royal Vopak and Oriflame.
MoatsQuality compoundersInternational -
Winter 2012
William Strong
Equinox Partners
William started at Ruane Cunniff and now buys high-quality assets at distressed prices in emerging economies, including HDFC and Bunas Finance.
InternationalFinancialsDeep value -
Fall 2010
Steven Romick
FPA
'Finding conviction when others panic.' Steve explains the FPA Crescent Fund's free-range approach to capital, his preference for large international companies with pricing power, and the fund's move into distressed mortgages.
InternationalDistressed -
Winter 2010
William Browne, Bob Wyckoff, Tom Shrager & John Spears
Tweedy, Browne Company
'The belt and suspenders guys.' A rare interview with all four managing partners on how Tweedy moved from its Graham & Dodd roots to a fuller look at each business.
Deep valueInternational -
Fall 2009
David Samra
Artisan Partners
The lead PM of Artisan International Value, named Morningstar's 2008 international-stock manager of the year with Daniel O'Keefe, on his philosophy for buying cheap, good businesses abroad.
InternationalDeep value -
Winter 2007/2008
Jean-Marie Eveillard
First Eagle Investment Management
Often called the first truly global value investor, Jean-Marie tells how Ben Graham 'simply made sense' to him while he was a young analyst for a French bank, and why he came back to run the First Eagle funds in 2007.
InternationalDeep value -
Summer 2007
David Winters
Wintergreen Advisors
David worked beside Michael Price at Mutual Series before founding Wintergreen. He describes his 'global treasure hunt' and his trifecta: a good business, management aligned with shareholders, and a low price.
InternationalJudging management