Willow Oak Asset Management recently brought together the managers of its four affiliated funds to discuss the current investing environment, their philosophy and approach, and a few stock ideas. The panel included David Waters (Alluvial Fund), Keith Smith (Bonhoeffer Fund) and Steven Kiel (Arquitos Capital).

The roundtable transcript is available for subscribers below.

This content is exclusively for paying members. Access all of our top quality content by signing up below.

If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email support@hiddenvaluestocks.com and we will get back to you as quick as humanly possible.

Register New Account

Choose your membership level

Choose Your Payment Method


Are you a smart person?

You are targeted for a special offer just for you.

Exclusive 35% off coupon (our most ever) for long time readers of the site.

Use code VIP19 at checkout or click on the button.

Limited time offer only expires 8/31/2019 or next 30 23 subscribers whichever comes first – please do not share this discount with others