Eric Schleien interviews Christian Olesen who runs the Olesen Value Fund. Christian has done quite well during a time that's been tough on most value investors. 

In this episode Christian shares how he runs the fund, his methodology, and shares two investment ideas. One is a possible arbitrage opportunity and another is an undervalued large cap that seems to be part of a very forgotten and unloved sector during this bull market. 

Hope you enjoy!

 

Bio: Christian Olesen is the investment manager of the Olesen Value Fund. Previously, Christian worked in a dual role of Analyst and Trader for Xaraf Management, a group within Paloma Partners that focuses on a variety of equity and credit strategies. Before that, Christian was Senior Associate in the research department of DebtTraders Group, a New York-based broker-dealer specializing in distressed and high yield bonds, and Senior Financial Analyst in the corporate finance advisory services group of Stern Stewart & Co., a New York-based financial advisory firm best known for its proprietary EVA® (Economic Value Added) concept. Christian holds a B.S. in Economics, with concentrations in Finance and Accounting, from The Wharton School, University of Pennsylvania. He also holds the CFA (Chartered Financial Analyst) designation