Christopher Tsai and Peter C. Keefe on Long-Term Outperformance

Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation, led a conversation with great investor and thinker Peter C. Keefe, Principal Manager of Avenir Corporation. Peter has quietly amassed one of the most impressive long-term track records in the business.

Christopher and Peter joined the MOI Global community at Latticework 2023, held at the Yale Club of New York City on December 12.

This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)

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About the session host:

Christopher Tsai is President and Chief Investment Officer of Tsai Capital, an investment management firm focused on the long-term growth and preservation of capital on behalf of select families and organizations. With more than two decades of experience, and as a third-generation investor whose financial roots date back to World War II, he leads the firm’s investment activities and is Chairperson of the firm’s advisory committee. Christopher pursues a value-oriented investment approach and seeks high-quality, growth companies that offer significant upside potential and a margin of safety at the time of purchase. He utilizes a multidisciplinary approach to identify companies that he believes have a sustainable competitive advantage and can compound earnings at an above-average rate over the long-term. Companies in his portfolio tend to have strong balance sheets, a history of producing high rates of return on capital, and a culture of innovation. Christopher’s investment approach has been most influenced by Warren Buffett, Philip Fisher and Charlie Munger, as well as by his grandmother and father, the late investor and philanthropist Gerald Tsai Jr. who was the first Chinese-American to lead a Dow Jones Industrial company. Christopher’s financial roots date back to World War II, as his grandmother, Ruth Tsai, was the first woman to trade shares on the floor of the Shanghai Stock Exchange. Christopher has written for Wealth Management Magazine about investing in durable, long-term trends, and for Investment & Pensions Europe about investing in art as an alternative asset class. He is also the author of “Back Door to China”, which was published in Worth Magazine. Prior to forming Tsai Capital, Christopher was an equity analyst at Bear, Stearns & Co. Inc., John A. Levin & Co., Inc., and Gabelli Asset Management. Christopher has been a benefactor of numerous museums and cultural institutions, both nationally and internationally, and is the world’s foremost collector of works by contemporary artist Ai Weiwei. When not looking at businesses, he loves running in nature, quiet time with his books and family, submersing himself in the arts and a perfectly steeped pot of tea. Christopher is a member of the CFA Society New York and received a Bachelor of Arts degree in philosophy and international politics from Middlebury College, where he served on the Middlebury College Arts Council.

About the guest speaker:

Peter C. Keefe has managed client portfolios at Avenir since 1991. Prior to joining Avenir, Peter worked with Johnston, Lemon & Company, a New York Stock Exchange Member Firm, where he served in several capacities, including Director of Research. Peter received a B.A. from Washington & Lee University in 1978, and formerly sat on its Board of Trustees. He is a CFA Charterholder, a former Director of the Washington Society of Investment Analysts, and a member of the CFA Society of Washington, D.C.