In an episode of The Zurich Project Podcast, presented by MOI Global, John Mihaljevic speaks with Zeke Ashton about lessons learned following an in-depth internal review of mistakes made over the long term. Zeke conducted such a review and systematically analyzed past investment mistakes in order to improve his investment process. In the conversation, he reveals the key mistakes identified and process improvement made as a result.
Zeke has managed the Centaur Total Return Fund (formerly called the Tilson Dividend Fund) since its inception in March 2005. He is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur specializes in value-oriented investment strategies. Zeke graduated from Austin College in Sherman, Texas in 1995 with degrees in Economics and German. He is a participant in The Zurich Project.
The Zurich Project Podcast is on iTunes, Soundcloud, and Stitcher.
An edited transcript of the conversation is available to members of MOI Global.
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:
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
More posts by MOI Global Editorial Team