In this episode we are joined by Vitaliy Katsenelson. Vitaliy is the author of the popular Contrarian Edge blog and the CEO of investment firm IMA. 

As quantitative investors, we often find we learn the most from investors who use very different approaches than we do. As a discretionary value investor and long-term student of value investing, Vitaliy provides us with an alternate take on value and the advantages a discretionary approach can offer in uncertain times. 

We discuss: 

- How COVID-19 has changed the game of value investing

- Why buying great companies sometimes isn't a great investing strategy

- The importance of developing a process to challenge your own beliefs

VITALIY'S BLOG

https://contrarianedge.com/

FOLLOW VITALIY ON TWITTER

https://twitter.com/vitaliyk

VITALIY'S FIRM

https://imausa.com/

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

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https://blog.validea.com

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https://www.valideacapital.com

FOLLOW JACK Twitter:

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LinkedIn: https://www.linkedin.com/in/jcarbonneau