Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and securities markets during the last several decades, value investing has proven to be the most successful money management strategy ever developed. Value investors’ success over the second half of the twentieth century proved not only the validity of the value approach, but its preeminence over even the most widely taught and practiced modern investment theory, which was developed in the 1950s and ’60s and remains dominant even today. Our mission today is to promote the study and practice of Graham & Dodd’s original investing principles and to improve investing with world-class education, research, and practitioner-academic dialogue. In this podcast you will hear from some of the world’s greatest investors, their views on the investment management industry, how they developed their investment process and how they see the field changing over time.

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Title Date published
Kim Lew - The Dynamics of Risk Management and Asset Allocation 2023-12-29
John Armitage - Navigating Macroeconomic Shifts 2023-12-15
Nicolai Tangen - Decision-Making and Intuition in Investing 2023-11-24
John Rogers - The Power of Patience 2023-11-10
Sheldon Stone - Liquidity, Covenants, and Capital Availability 2023-10-27
Ray Dalio - Risk, Return, and Asset Allocation 2023-10-13
Fireside Chat with Tom Gayner, Markel Corporation 2023-03-31
Scott Hendrickson - An Unmasking of Quality 2023-03-17
Bill Nygren - Fundamental Investing From A Generalist’s Perspective 2023-03-03
Angela Aldrich - Developing A Differentiated View 2023-02-17
Charley Ellis - The Evolution of the Asset Management Industry 2023-02-03
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy 2023-01-20
Mitch Julis - Finding the Opportunity in Complexity 2023-01-06
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk 2022-12-16
Amy Zhang - Identifying Exceptional Potential 2022-07-01
Ashvin Chhabra - The Aspirational Investor 2022-06-17
Abby Joseph Cohen - Blending the Quantitative with the Qualitative 2022-06-03
Allison Fisch - Unlocking Value in Emerging Markets 2022-05-20
Munib Islam - Creating Long-Term Value 2021-12-03
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change 2021-11-12
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