April 13, 2023

Willow Oak is a flexible platform of private investment partnerships that are independently run by unique internal and external fund managers.

Bonhoeffer Capital Management's Q1 2023 Presentation and Q&A

Bonhoeffer Capital Management 's Keith Smith discusses Bonhoeffer's 2023 Q1, with an emphasis on value investing in compounding growth and interest rate change opportunities. Willow Oak Asset Management 's Jessica Greer provides an introduction.

Elisa Sanchez

Bonhoeffer Capital Management's Q2 2023 Presentation and Q&A

Bonhoeffer Capital Management 's Keith Smith discusses Bonhoeffer's 2023 Q2, with an emphasis on Asbury Automotive Group, Builders FirstSource, and more. Bonhoeffer Capital Management's Q2 2023 Partner Presentation

Jul 27, 2023

Focused Compounding's Podcast Named Best Value Investing Podcast

Congratulations to our partners at Focused Compounding for this well-deserved recognition of their exceptional work. A fantastic podcast! The 20 Best Investing Podcasts In 2023

Jun 20, 2023

SVN Capital Writeup: Borrowed Conviction Is Worse Than Borrowed Money

Riding the coattails of super investors is a favorite sport of many in the investment industry. In this post, let me share one such investment I made, and how I walked away with the same experience as the cat that sat on a hot stove. Soon after the ...

Jun 12, 2023

Manager Q&A

Willow Oak Asset Management 's 2023 Investor Reception in Omaha included a Manager Q&A moderated by Andrew Kuhn of Focused Compounding Capital Management and featuring Shree Viswanathan of SVN Capital , Geoff Gannon of Focused Compounding Capital ...

May 18, 2023

Research and Bias in the Information Age

Willow Oak Asset Management's 2023 Investor Reception in Omaha included a session entitled, "Research and Bias in the Information Age," moderated by Will Barnes of In Practise and featuring Steven Kiel of Arquitos Capital Management and Keith Smith ...

May 17, 2023

Have We Been Here Before? History's Lessons for Today's Market

Willow Oak Asset Management 's 2023 Investor Reception in Omaha included a session entitled, "Have We Been Here Before? History's Lessons for Today's Markets," moderated by Jacob McDonough of McDonough Investments and featuring Shree Viswanathan of ...

May 16, 2023

Jessica Greer Presented Willow Oak's Fund Management Services to Audience in Omaha

Jessica Greer, president of Willow Oak Asset Management, discussed Willow Oak Asset Management's history, as well as our Fund Management Services (FMS) offerings, at our 2023 Investor Reception in Omaha. Find out what Willow Oak's FMS can do for you. ...

May 12, 2023

SVN Capital Featured on Best Anchor Stocks Podcast

SVN Capital ’s Shreekkanth “Shree” Viswanathan was interviewed for the podcast Best Anchor Stocks , where he discussed several investment-related topics and two portfolio companies—Copart (CPRT) and HEICO (HEI)—in detail. A Conversation with Shree ...

Apr 13, 2023

SVN Capital Featured on My Worst Investment Ever Podcast

SVN Capital ’s Shreekkanth “Shree” Viswanathan was invited to join Andrew Stotz’s My Worst Investment Ever podcast, where he shared his story of investment loss that motivated him to keep growing and protecting his wealth and helping others to do the ...

Apr 03, 2023

SVN Capital's Q4 2022 Presentation and Q&A

SVN Capital 's Shreekkanth ("Shree") Viswanathan met with investors and prospects to talk about the second half of 2022, with an emphasis on a macro look at the market, three of SVN Capital's holdings, and whether this is a good time to be invested. ...

Feb 08, 2023

Bonhoeffer Capital Management's Q4 2022 Presentation and Q&A

Bonhoeffer Capital Management 's Keith Smith wrapped up Bonhoeffer's 2022, with a special focus on Asbury Automotive Group and Autohellas. Willow Oak Asset Management 's President Jessica Greer provided an introduction. Bonhoeffer Capital ...

Jan 27, 2023

Willow Oak Hosting Event After Berkshire Hathaway Meeting

Willow Oak Asset Management will be hosting an event on Saturday, May 6, 2023, following the 2023 Berkshire Hathaway Shareholders Meeting at the Omaha Marriott Downtown Capitol District’s Capitol Ballroom 2. Please RSVP here . We hope to see you ...

Jan 25, 2023

Keith Smith Presents for MOI Global’s Best Ideas 2023

Bonhoeffer Capital Management ’s Keith Smith presented “ Three Ideas: Asbury Automotive, CMH, and Sixth Street Specialty Lending ” for MOI Global’s Best Ideas 2023.

Jan 16, 2023

SVN Capital Writeup: Why Remain Fully Invested?

Recently, I was invited to speak to the undergrad students at the Business-School (Collett School of Business) of the University of Alabama (UAB) at Birmingham. Like most kids of their age, these 20-somethings were trying to figure out a career path ...

Dec 13, 2022

Bonhoeffer Capital Management's Q3 2022 Presentation and Q&A

Bonhoeffer Capital Management's Keith Smith discussed the opportunities he's seeing in the bond markets and some historical trends that shouldn't be ignored, with an emphasis on Asbury Automotive Group and The E. W. Scripps Company. Willow Oak Asset ...

Oct 26, 2022

Willow Oak Managers Featured on Planet MicroCap Podcast

Arquitos Capital Management ’s Steven Kiel, Bonhoeffer Capital Management ’s Keith Smith, and SVN Capital ’s Shreekkanth “Shree” Viswanathan were invited to Robert Kraft’s Planet MicroCap Podcast to discuss the idea that in the current environment, ...

Oct 06, 2022

SVN Capital's Q2 2022 Presentation and Q&A

SVN Capital 's Shreekkanth ("Shree") Viswanathan met with investors and prospects to talk about the first half of 2022 with an eye toward the impacts of inflation, the impacts to SVN Capital's stocks, and whether it's a good time to be invested. ...

Aug 08, 2022

Bonhoeffer Capital Management's Q2 2022 Presentation and Q&A

Bonhoeffer Capital Management 's Keith Smith discusses investment themes for Q2 2022, with an emphasis on Asbury Automotive Group and Scripps Networks. Willow Oak Asset Management 's Jessica Greer provides an introduction. Bonhoeffer Capital ...

Jul 13, 2022

Join Us in Omaha in 2023!

Willow Oak Asset Management was delighted to be able to host an in-person event after the 2022 Berkshire Hathaway Shareholder Meeting. Here is a small glimpse into our 2022 Reception and Investment Panel held at the Omaha Marriott Downtown at the ...

Jun 03, 2022

Keith Smith Interviewed for Sunday's Idea Brunch

Bonhoeffer Capital Management 's Keith Smith was interviewed by Edwin Dorsey for his Sunday's Idea Brunch series. Keith discusses consolidation, overseas investing, and his top ideas. Visit Sunday's Idea Brunch with Keith Smith.

May 22, 2022