General Investing >> Money Manager Interviews >> May 18, 2012

Bottom-Up Approach to Finding Undervalued Names

Robin, Eugene
Eugene Robin, CFA, joined Cove Street Capital in July 2011 as a Research Analyst from Proton Capital, a family office, where he developed investment ideas in public and private markets. He was also responsible for vetting and monitoring investments in the alternative asset space. Mr. Robin holds an MBA from the UCLA Anderson School of Management, a computer science degree from UC San Diego and received his CFA charter in 2011. He previously worked at ViaSat Inc. as a Software Engineer. Profile
Claremon, Ben
Ben Claremon joined Cove Street Capital, LLC, in July 2011 as a Research Analyst after graduating with an MBA from the UCLA Anderson School of Management. Previously, he worked as an Equity Analyst on the long and the short side for hedge funds, Blue Ram Capital and Right Wall Capital in New York, and interned at West Coast Asset Management in Santa Barbara, Calif. His background includes a B.S. in economics from The University of Pennsylvania’s Wharton School, followed by four years with a family commercial real estate finance and management business. Mr. Claremon is also the proprietor of the value investing blog, “The Inoculated Investor.” Profile
TWST: Please give me a little bit of a background on Cove Street Capital. How long has it been around and how big is it?

Mr. Claremon: We launched July 1, 2011. Our Founder is Jeffrey