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Podcast: Monetary Matters with Jack Farley
Episode: Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
Description: Donald Zilkha, founder of Zilkha Investments joins Other People’s Money to discuss how his deep-rooted DNA in banking and deal making has evolved into an investment strategy focused on deep research and engagement with management to affect change without upsetting the apple cart. He discusses how this strategy has evolved from single name SPVs to the commingled strategy he has today, case studies like Nathan’s Famous Hot Dogs, and why this classical style resonates with investors.
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