Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios

The Security Analysis Podcast

Scott Reardon is a value investor who runs Dakota Value Funds. They fund operates both a deep value quantitative strategy and a fundamental strategy focusing on buying high quality businesses at strong valuations. Additionally, Scott is a bestselling novelist who wrote the Dark Continent thriller series and Bonfire of the Beast.

In this conversation, we talk about the nuances and limitations of quantitative vs. fundamental approaches to value investing. We also discuss Scott’s study of great value investors and his literary career.Links:

* Scott’s novels: https://www.amazon.com/stores/Scott-Reardon/author/B01N388V6J

* The Dakota Value Funds:

https://www.dakotavalue.com/

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