The Latticework Podcast, presented by MOI Global

Adam Schwartz on Intelligent Investing and China


Listen Later

Adam Schwartz is a Senior Managing Director of First Manhattan. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Together, Adam and Bob manage assets for individuals, families, partnerships, and family and charitable trusts. Adam is a value-oriented, long-term investor who is focused on preserving, sustaining, and growing his clients’ capital. Adam tends to invest in companies that are led by seasoned management teams that have a proven track record of generating attractive returns. He is also drawn to companies that are undervalued but operate in an industry with a high barrier to entry. Before making an investment, Adam thoroughly and meticulously evaluates each company’s fundamental business, looking primarily, though not exclusively, at its cash flow, rates of return, profit margins, competition, and above all, potential for growth. In addition to his work as a Portfolio Manager, Adam played a lead role in establishing the FM First Hong Kong Funds—First Manhattan’s China-focused investment vehicles. He travels to China regularly and works closely with his China-based Fund partners on company research, portfolio management, and due diligence.
...more
View all episodesView all episodes
Download on the App Store

The Latticework Podcast, presented by MOI GlobalBy The Latticework Podcast, presented by MOI Global

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

17 ratings


More shows like The Latticework Podcast, presented by MOI Global

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,383 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,674 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

300 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

215 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

560 Listeners

Excess Returns by Excess Returns

Excess Returns

83 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

447 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

8 Listeners