Willow Oak-affiliated Managers Keynote Day 2 of the SNN Network Virtual Conference
Robert Kraft’s SNN Network Virtual Conference Day 2 was keynoted by Willow Oak and its affiliated managers. Alluvial Fund’s Dave Waters, Arquitos Capital’s Steven Kiel, Bonhoeffer Fund’s Keith Smith, and Focused Compounding’s Geoff Gannon and Andrew Kuhn discuss a variety of things, including how the first seven months of 2020 have gone for our managers, Covid as an excuse for poor performance, and more. And don’t forget to follow Bobby’s SNN Network for more great content.