Value investing in Europe

EuroShareLab is a good website that I came across recently. Tim du Toit who runs this website, has an MBA from the US and he works in the banking and fund management industry in Germany. He puts outs a free weekly newsletter that contains good investing advice and insights. I subscribe to it and find it a good read. He also offers a premium monthly newsletter which contains an investment idea as well as updates on the past recommendations.

The website is rich with resources for Value Investors. On the resources page, you can find links to excellent articles and books. The page contains good resources about three investors Tim (and myself) admires, namely Seth Klarman, Zeke Ashton and James Montier. SethKlarmanisthe founder and president of The Baupost Groupa Boston-based private investment partnership, and the author of “Margin of Safety, Risk Averse Investing Strategies for the ThoughtfulInvestor”. Zeke Ashton runs a hedge fund at Centaur Capital  and manages the Tilson Dividend Fund (TILDX). James Montier is on the asset allocation team at GMO.

About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC
This entry was posted in James Montier, Seth Klarman, value investing, Zeke Ashton. Bookmark the permalink.

One Response to Value investing in Europe

  1. Tim says:

    Adib, thanks for the kind words.