redhots Posted July 13, 2017 Share Posted July 13, 2017 Congrats Packer on the new fund! http://www.prnewswire.com/news-releases/keith-smith-and-willow-oak-asset-management-announce-the-launch-of-the-bonhoeffer-fund-300487909.html https://bonhoeffercapital.com/ Link to comment Share on other sites More sharing options...
slkiel Posted July 13, 2017 Share Posted July 13, 2017 Keith- It would be interesting if you would share the meaning behind choosing the Bonhoeffer name when you get the chance. We are excited about the launch and look forward to a great partnership. Many thanks to Keith, Rodney Lake, Mike Bridge, and Todd Peters for making this a reality. Link to comment Share on other sites More sharing options...
misterkrusty Posted July 13, 2017 Share Posted July 13, 2017 congratulation Keith, but why put a picture of Manhattan on the home page of a fund based in Rochester? makes you look like a zillion other funds out there Link to comment Share on other sites More sharing options...
LC Posted July 13, 2017 Share Posted July 13, 2017 Congrats Keith, about time! Link to comment Share on other sites More sharing options...
slkiel Posted July 13, 2017 Share Posted July 13, 2017 congratulation Keith, but why put a picture of Manhattan on the home page of a fund based in Rochester? makes you look like a zillion other funds out there I think the idea was that it was a picture of the Empire State Building. Keith works at Empire Valuation and the name of the street for the fund is Empire. That being said, the website and presentation materials are currently being worked on, but we wanted to get a placeholder up there for the website. Link to comment Share on other sites More sharing options...
Parsad Posted July 13, 2017 Share Posted July 13, 2017 Congratulations Keith! All the best! Link to comment Share on other sites More sharing options...
Munger_Disciple Posted July 13, 2017 Share Posted July 13, 2017 Congrats Keith! Link to comment Share on other sites More sharing options...
Gamecock-YT Posted July 13, 2017 Share Posted July 13, 2017 congrats Keith/packer! Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted July 13, 2017 Share Posted July 13, 2017 Keith- It would be interesting if you would share the meaning behind choosing the Bonhoeffer name when you get the chance. We are excited about the launch and look forward to a great partnership. Many thanks to Keith, Rodney Lake, Mike Bridge, and Todd Peters for making this a reality. Agreed. Any reference to Dietrich Bonhoeffer? Link to comment Share on other sites More sharing options...
Packer16 Posted July 14, 2017 Share Posted July 14, 2017 Thanks guys you have provided some great feedback on ideas and friendships over the years thanks to Sanjeev for starting the ball rolling here. The funds namesake is Dietrich Bonhoeffer. Quite an inspirational guy whose sharp & frank logic about faith and its impact on society and life in general has inspired the approach of the fund. Here is a great quote from Bonhoeffer that many value investors can relate to “We must learn to regard people less in the light of what they do or omit to do, and more in the light of what they suffer.” There is nice book about Bonhoeffer that Jeff Moore found at the airport leaving the last shareholder meeting - The Story of Dietrich Bonhoeffer by Micheal Van Dyke. Packer Link to comment Share on other sites More sharing options...
Guest MarkS Posted July 14, 2017 Share Posted July 14, 2017 Congrats. I know you will be a big success. Mark Link to comment Share on other sites More sharing options...
vikx01 Posted July 14, 2017 Share Posted July 14, 2017 Congrats and all the best! Link to comment Share on other sites More sharing options...
HJ Posted July 14, 2017 Share Posted July 14, 2017 Congratulations! Link to comment Share on other sites More sharing options...
kab60 Posted July 14, 2017 Share Posted July 14, 2017 Congratulations and best of luck, Packer. I've learned a great deal from your writings. Appreciate you're so willing to share your thoughts. Link to comment Share on other sites More sharing options...
OracleofCarolina Posted July 14, 2017 Share Posted July 14, 2017 Congrats! Link to comment Share on other sites More sharing options...
xtreeq Posted July 14, 2017 Share Posted July 14, 2017 Congrats and good luck! Link to comment Share on other sites More sharing options...
AzCactus Posted July 14, 2017 Share Posted July 14, 2017 Best of luck Packer. Link to comment Share on other sites More sharing options...
Liberty Posted July 14, 2017 Share Posted July 14, 2017 Congrats Keith, well deserved! Link to comment Share on other sites More sharing options...
VersaillesinNY Posted July 14, 2017 Share Posted July 14, 2017 Congratulations Keith for launching your new fund, it's no surprise to me given your talent. Link to comment Share on other sites More sharing options...
frog03 Posted July 14, 2017 Share Posted July 14, 2017 Packer, congrats and best of luck. What is your IRR over the last dozen years or so? Thx Link to comment Share on other sites More sharing options...
Packer16 Posted July 15, 2017 Share Posted July 15, 2017 IRR since inception (2000) has been about 26% per year, 41% per year over the past 5 years & 29% per year over the past 10 years. Packer Link to comment Share on other sites More sharing options...
CorpRaider Posted July 15, 2017 Share Posted July 15, 2017 Congrats on the fund! Link to comment Share on other sites More sharing options...
nikhil25 Posted July 15, 2017 Share Posted July 15, 2017 Congrats and good luck! Link to comment Share on other sites More sharing options...
Guest Posted July 19, 2017 Share Posted July 19, 2017 congrats, packer! Link to comment Share on other sites More sharing options...
LC Posted July 19, 2017 Share Posted July 19, 2017 IRR since inception (2000) has been about 26% per year Mohnish owes you a license plate. Link to comment Share on other sites More sharing options...
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