Value Investing in a Volatile Environment
On May 4, 2019, Willow Oak hosted a panel event during the 2019 Berkshire Hathaway Annual Shareholder Meeting weekend in Omaha, NE. The event included remarks from Scott Miller of Greenhaven Road Capital, as well as insights from panelists Dave Waters (Alluvial Fund), Steven Kiel (Arquitos Capital), Keith Smith (Bonhoeffer Fund), Dan Roller (Maran Capital), Matt Sweeney (Laughing Water Capital), Rudi van Niekerk (Desert Lion Capital), Bill Chen (Rhizome Partners), and Jessica Greer (Willow Oak Asset Management FMS).