Expert Investor: Andrew Oskoui - Concentrated Value Investing

In this expert investor interview, we are joined by the value investor Andrew Oskoui. Andrew is the portfolio manager and principal at Blue Tower Asset Management based in Austin, Texas. Blue Tower combines quantitative analysis with the principles of classic value investing to find interesting opportunities in public markets.In this interview we explore Andrew's investment strategy and unpack what combining quantitative analysis and classic value investing means in practice. We then get into some of the opportunities Andrew is seeing in market's today. In particular we unpack the work Andrew is doing in the Japanese market finding truly undervalued companies. We also touch on some of Andrew's thoughts on Private Equity and the reasons he sees trouble ahead for this part of the market.-----Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.

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