RAMPF - SA Interview: Finding Hidden Value With Ivan K. Wu
Feature interview
Ivan K. Wu is an individual investor who manages a concentrated portfolio for his personal account and manages a core-satellite portfolio of personal and family funds. We emailed with Ivan about critically analyzing a “consensus” thesis, understanding management incentives and how best to play the renewables theme.
Seeking Alpha: Can you discuss your investment style?
Ivan K. Wu: I’m a 50/40 hybrid of Phil Fisher’s buy-and-hold and “scuttlebutt” investing with Ben Graham’s margin of safety and asymmetric risk/reward. The last 10 percent is macro and the bond market. I also have the snarkiness