TDI Podcast: Vitaliy Katsenelson – Humility and Patience (#471)

Guest: Vitaliy Katsenelson helps us to see what exactly is involved in the concept of value investing – it may not be exactly what you were thinking.

Crude surges as the Ministers cry wolf again, is this anything more that another Hail Mary? Markets ease from all-time highs as economic data soft as big box retailers have a great week.

AND – is a September Swoon in our future? Several indicators are converging that we may need to pay attention to.


Born  and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his  family three brothers, father, and stepmother.

His  professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.

He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his  graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a Sideways-200-284graduate investment class at the same university that he designed based on his  day job.

He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has  written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.

He was profiled in Barron‘s, and has  been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.

VK Contrarian

Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).


More information available on Horowitz & Company AIRO and TDI Managed Growth Strategy


Download the Horowitz & Company 3Q 2016 Commentary

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