Two Centuries: Mikhail Samonov on 195 years of value returns and crashes with Tobias Carlisle on The Acquirers Podcast

Published: Aug. 3, 2020, 7 a.m.

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Mikhail Samonov is the Founder and CEO of Two Centuries Investments, an Asset Management firm in Princeton, NJ. Mikhail has been a portfolio manager for over 15 years. His prior roles included managing more than $5 billion in systematic equities for PineBridge Investments, including $1 billion in a Socially Responsible strategy, and managing $1+billion in multi-asset and alternative factor strategies for Forefront Analytics. Mikhail is an honors graduate of Brown University with a Bachelor of Science in Applied Mathematics and Economics, and holds an MBA degree from the Wharton Business School at the University of Pennsylvania. Mikhail is a CFA Charterholder.    

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Websites: https://www.twocenturies.com/blog/2020/5/11/value-investing-even-deeper-history https://www.twocenturies.com/blog/2020/5/4/value-crashes-deep-history

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Twitter: https://twitter.com/msamonov

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ABOUT THE PODCAST

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Hi, I\'m Tobias Carlisle. I\'ve launched a new podcast called The Acquirers Podcast.

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The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.

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We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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SEE LATEST EPISODES

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https://acquirersmultiple.com/podcast/

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SEE OUR FREE DEEP VALUE STOCK SCREENER

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https://acquirersmultiple.com/screener/

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FOLLOW TOBIAS

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Firm: https://acquirersfunds.com/

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Website: https://acquirersmultiple.com/

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Twitter: https://twitter.com/Greenbackd

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LinkedIn: https://www.linkedin.com/in/tobycarlisle

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Facebook: https://www.facebook.com/tobiascarlisle

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Instagram: https://www.instagram.com/tobias_carlisle

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ABOUT TOBIAS CARLISLE

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Tobias Carlisle is the founder of The Acquirer\\u2019s Multiple\\xae, and Acquirers Funds\\xae.

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He is best known as the author of the #1 new release in Amazon\\u2019s Business and Finance The Acquirer\\u2019s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner\\u2019s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World\\u2019s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp

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