In an episode of the Latticework Podcast, presented by MOI Global, Shai Dardashti speaks with Adam H. Schwartz about First Manhattan’s approach to intelligent investing and China.
Adam is a senior managing director of First Manhattan Co. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Adam is a value-oriented, long-term investor who is focused on preserving, sustaining, and growing his clients’ capital. Adam tends to invest in companies that are led by seasoned management teams that have a proven track record of generating attractive returns. He is also drawn to companies that are undervalued but operate in an industry with a high barrier to entry. In addition to his work as a portfolio manager, Adam played a lead role in establishing the FM First Hong Kong Funds—First Manhattan’s China-focused investment vehicles. He travels to China regularly and works closely with his China-based Fund partners on company research, portfolio management, and due diligence.
Adam is an instructor at Latticework 2017.
An edited transcript of the conversation is available to members of MOI Global.
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Disclaimer provided by the interviewee: This transcript is for educational purposes. The interview enclosed should be read in conjunction with the Fund’s PPM, Subscription Agreement and related documentation, and no decision to invest in the Fund should be made without reviewing such documentation.