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Keith Smith is the portfolio manager of Bonhoeffer Capital. Bonhoeffer is a global-oriented fund focused on finding compound mispricings across the capital structure. The fund looks for misunderstood businesses and poke around unconventional fishing holes on their quest for alpha generation. 

Keith joins the show to discuss his investment process, local scale economies and finding hidden opportunities across the globe. 

If you want to learn more about Keith, follow him on Twitter @Bonhoeffer_KDS. You can also check out his website here. 

Here's the show outline: 

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