Where to Find Value in International Markets
About This Episode
Warren Buffett once said, "When a bad business meets a good manager, it's the reputation of the business that survives." He was making the point that the business is more important than management. But my guest today, Krishna Mohanraj, disagrees. Krishna is a value manager with a solid track record and is here to discuss his firm’s investment process and the opportunities he sees in the global markets.
About Our Guest
Krishna Mohanraj serves as a portfolio manager for Diamond Hill Capital Management and joined the firm in 2012. Prior to joining Diamond Hill, Krishna was a senior research associate at Sanford C. Bernstein from 2011 to 2012. From 2008 to 2009, he was a quantitative analyst at Exelon Corporation.
Here is a link to the Diamond Hill web site. Here is a link to a video by Diamond Hill on The Luxury Goods Market: Pre- and Post-Pandemic Trends. Here is are links to the two books Krishna mentioned: No Shortcuts to the Top by Ed Viesturs and How the Gringos Stole Tequila by Chantal Martineau.
As of September 30, 2021, Diamond Hill owned equity shares of Diageo PLC, Facebook, Inc. (Cl A), Howden Joinery Group PLC, HDFC Bank Ltd., Home Depot, Inc. and Taiwan Semiconductor Manufacturing Co. Ltd.
The views expressed are those of the speakers as of October 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.