Gabriele Grego

Managing partner of Zanshin Capital, an asset management company focusing on long-only, absolute return, equity investments with a value approach.

I have started investing from an early age, but only in 2005 did I discover the wisdom and effectiveness of value investing. After reading every book I found on the subject, I studied for a short, but extremely profitable period, under the guidance of Prof. Bruce Greenwald of Colombia University, who specializes in value investing.

The core positions in my portfolio are classic Buffett-style franchises acquired at a discount and kept indefinitely. The idea is acquiring a company in a slow-changing industry with a protective moat and letting it compound for ...More years.

Occasionally, I go for "cigar butt"-style investments, where a mediocre company is acquired at a steep discount. But, in general, I prefer the former type.

I focus on US stocks but do keep my eyes open for global opportunities as well.