Dianne McKeever, Ides Capital - My Entire Career, I’ve Been A Value Investing Focused Shareholder Activist | #316

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 31 May 2021

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 316, we welcome our guest, Dianne McKeever, Co-founder and Chief Investment Officer of Ides Capital, which has been cited as the only woman-led activist fund. In today’s episode, we’re talking all about activist investing. Dianne shares how she went from a Berkshire fan to becoming an activist. She shares the ins and outs of the process, from sourcing names to engaging with management teams. Then we talk about how ESG fits into her activism campaigns. Of course, we walk through a few names in Dianne’s book and hear the story of her campaign with Boingo. Please enjoy this episode with Ides Capital’s Dianne McKeever. ----- This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: bitwiseinvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	What's up everybody?
0:41.0	Amazing show for you today. Our guest is the co-founder and chief
0:44.4	investing officer of Id's Capital, which has been cited as the only female-led
0:48.8	activist fund. In today's show, we're talking all about activist investing.
0:54.0	Our guest shares how she went from being a Berkshire fan to becoming an activist.
0:59.0	She shares the ends and outs of the process, from sourcing names to engaging with management teams and we talk about how
1:04.6	ESG fits into our activism campaigns. Of course we walk through a few names in her book and
1:10.4	hear the story of her activist campaign with Boingo.
1:14.0	This episode is brought to you by 10 East.
1:16.0	Long time listeners know I've invested in private markets quite a bit myself,
1:20.0	but with access to these markets broadening, it can be hard to know where to find
1:24.3	vetted high quality offerings. That's where Ten East comes in. Ten East is a platform where qualified
1:29.8	investors can co-invest on a deal-by basis across private equity, private credit, real estate, venture, and other one-off opportunities typically unavailable through traditional channels.
	...

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