Ben Claremon on Assessing Management

MOI Global instructor Ben Claremon, principal and portfolio manager at Cove Street Capital, recently spoke to undergraduate value investing students at UCLA on the topic of assessing management and understanding the proxy statement. The students were pre-assigned Ben’s conversation with MOI Global to prepare for the class.

In 2014, we spoke with Ben on the importance and process of analyzing management’s business skill, capital allocation ability, and incentive alignment with shareholders.

Watch an excerpt of our interview with Ben, in which he discusses the significance of change-in-control provisions:

The full interview and Ben’s slide presentation at UCLA are available to members.

Members, log in below to access the restricted content.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global? Select Member referral Staff This website Media / Internet Other

If referral, please provide member's name:

Which of the following applies most closely to you? Select Investment Firm - Head Investment Firm - Analyst or PM Institutional Allocator - Firm C-Level Executive Institutional Allocator - Firm Employee Family Office - Head or Co-Owner Family Office - Employee Non-Investment Firm - C-Level Executive Non-Investment Firm - Employee Other

How do you hope to add value to the community?

Leave this field empty if you're human: