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Isaac Schwartz

Portfolio Manager at Robotti & Company Advisors LLC

Isaac Schwartz is a prominent figure in the investment world, known for his expertise in global value investing and his role as the Chairman of The New Silk Road Forum. Here's a comprehensive overview of his career and achievements:

Professional Background

Isaac Schwartz is currently a Portfolio Manager at Robotti & Company, a position he has held since 2007.4 He started his career in fund management at the remarkably young age of 24, when he launched a fund focused on Southeast Asian markets, particularly Thailand.1

Investment Philosophy

Schwartz is known for his:

  • Global, unconstrained, value-focused approach to investing
  • Deep research into companies before making investments
  • Concentrated portfolio strategy
  • Long-term investment horizon

His investment strategy involves avoiding financial and operating leverage, which allows him to run a truly concentrated portfolio.1

The New Silk Road Forum

In 2017, Isaac founded The New Silk Road Forum, a community of over a hundred professional investors who meet annually for an investing-ideas summit.1 As the Chairman of this forum, he:

  • Promotes discussions on investing, culture, and geopolitics3
  • Organizes annual events, such as the upcoming 8th New Silk Road Forum scheduled for September 25-27, 2024, in Istanbul, Turkey2

Notable Investments

One of Schwartz's significant investments is in Spotify (NYSE). He believes in the company's potential due to its diverse global customer base and deep engagement with users.1

Education and Early Career

Schwartz attended the University of Pennsylvania - The Wharton School.4 Early in his career, he worked as an intern analyst for Bob Robotti at Robotti Advisors, which led to the creation of the "Global Fund" that Schwartz began managing.1

Networking and Influence

Throughout his career, Schwartz has:

  • Met and learned from influential figures in the investment world, including Hank Greenberg and Jack Byrne
  • Had a one-on-one conversation with Charlie Munger early in his career
  • Built a reputation for his insights into global markets and value investing strategies1

Isaac Schwartz's career spans two decades, during which he has established himself as a respected voice in the global value investing community, known for his deep research and concentrated investment approach.

Highlights

How to run a concentrated, global value investing portfolio
How to run a concentrated, global value investing portfolio

Related Questions

What inspired Isaac Schwartz to start The New Silk Road Forum?
How has Isaac Schwartz's investment strategy evolved over the years?
What are some key themes discussed at The New Silk Road Forum?
How did Isaac Schwartz meet Charlie Munger?
What makes Southeast Asia an attractive investment region for Isaac Schwartz?
Isaac Schwartz
Isaac Schwartz, photo 1
Isaac Schwartz, photo 2
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Location

New York, New York, United States