Isaac Schwartz presented his in-depth investment thesis on Panin Banking Group at Emerging Value Investing Summit 2013.
About the instructor:
Isaac Schwartz is a portfolio manager for Robotti & Company Advisors LLC, an investment adviser that seeks to invest in companies trading at a significant discount to intrinsic value. In 2005, Isaac launched the firm’s initiative, now known as Robotti Global Fund, to apply fundamental investing in overseas markets. Isaac’s research has led him to work for extended periods of time in Singapore, Istanbul, and Beijing. He has lived in Hong Kong since 2008. Prior to joining Robotti & Company Advisors LLC, Isaac worked for Schiff’s Insurance Observer, an investigative journal focused on the property-casualty insurance industry. Isaac is a graduate of the Wharton School.
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