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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
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.
