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Page 60 Studness Capital

Page 60 Studness Capital Management regarding specialization versus remaining a generalist? RS: I've narrowed over time on what I've focused on. It's worthwhile to have the broader experience to provide more context then maybe focus on particular industries. At a Graham & Dodd Breakfast, Bruce Greenwald was talking about specialization and how he was a proponent of it, suggesting that this was one feature that could lead to high performance. We would probably agree with part of that. The problem is, to us it's not just knowing the stock – it's knowing the industry. It's knowing what drives economics for that industry. It's harder to gain that expertise in a short period of time and be actionable on a stock. Not that it can't be done, but from our point of view, it seems a little more challenging. That's how I would think about specialization, but there's not a wrong way. G&D: Thank you again for the time.

Get Involved: To hire a Columbia MBA for an internship or full-time position, contact Dan Gabriel, Director, Employer Relations, in the Office of MBA Career Services at (212) 854-6057 or valueinvesting@gsb.columbia.edu. Available positions also may be posted directly on the Columbia website at www.gsb.columbia.edu/jobpost. The Heilbrunn Center for Graham & Dodd Investing Columbia Business School Uris Hall, Centers’ Suite 2M6 3022 Broadway New York, NY 10027 212.854.1933 valueinvesting@gsb.columbia.edu Alumni Alumni can use the Alumni website to stay connected with Columbia Business School: www8.gsb.columbia.edu/alumni/ To be added to our newsletter mailing list, receive updates and news about events, or volunteer for one of the many opportunities to help and advise current students, please fill out the form below and send it via e-mail to valueinvesting@gsb.columbia.edu. Name: _____________________________________ Company:____________________________________ Visit us on the Web: The Heilbrunn Center for Graham & Dodd Investing www.grahamanddodd.com Columbia Student Investment Management Association (CSIMA) http://www.csima.info/ Address: _____________________________________ City: _____________ State: _______ Zip:_________ E-mail Address: _____________________________ Business Phone: _____________________________ Would you like to be added to the newsletter mail list? __ Yes __ No Would you like to receive e-mail updates from the Heilbrunn Center? __ Yes __ No Contact Us: ELaidlow17@gsb.columbia.edu BOstrow17@gsb.columbia.edu JPollock17@gsb.columbia.edu Graham & Doddsville Editors 2016-2017 Eric Laidlow, CFA ’17 Eric is a second-year MBA student and member of the Heilbrunn Center’s Value Investing Program. During the summer, Eric worked for Franklin Templeton Investments. Prior to Columbia, he was an equity research analyst at Autonomous Research and a senior portfolio analyst at Fannie Mae. Eric graduated from James Madison University with BBAs in Finance and Financial Economics. He is also a CFA Charterholder. He can be reached at ELaidlow17@gsb.columbia.edu Benjamin Ostrow ’17 Ben is a second-year MBA student and a member of the Heilbrunn Center’s Value Investing Program. During the summer, Ben worked for Owl Creek Asset Management. Prior to Columbia, he worked as an investment analyst at Stadium Capital Management. Ben graduated from the University of Virginia with a BS in Commerce (Finance & Marketing). He can be reached at BOstrow17@gsb.columbia.edu John Pollock, CFA ’17 John is a second-year MBA student. During the summer, John worked for Spear Street Capital. Prior to Columbia, he worked at HarbourVest Partners and Cambridge Associates. John graduated from Boston College with a BS in Finance and Accounting. He is also a CFA Charterholder. He can be reached at JPollock17@gsb.columbia.edu

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