Willow Oak Asset Management
October 26, 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 Q3 2023 Presentation and Q&A

Bonhoeffer Capital Management 's Keith Smith hosted a Q3 2023 Presentation and Q&A on October 25, 2023. If you missed it, then you can access the video below and the  slide deck here . In addition to providing an update on the portfolio's activities in the third quarter, Keith did a deep dive on two themes he uses to analyze good investment targets—recurring revenue streams and masterful capital allocation—as he discussed Asbury Automotive Group (ABG) and introduced a new holding, North American Construction Group (NOA).

 

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