General Investing >> Money Manager Interviews >> March 23, 2021

Not-Hot Sectors Offer Long-Term Growth and Compelling Valuations

Rothberg, Ira
Ira Rothberg is a Portfolio Manager and Managing Member of Broad Run Investment Management, LLC, which was founded in 2012 and serves as the subadviser to the Hennessy Focus Fund (HFCSX/HFCIX). Between 2009 and 2012, Mr. Rothberg worked for FBR Funds as the Co-Portfolio Manager of the FBR Focus Fund (the predecessor to the Hennessy Focus Fund). Prior to working for FBR, he served as Research Analyst at Akre Capital Management, the subadviser to the FBR Focus Fund until 2009. Prior to joining Akre in 2004, Mr. Rothberg was an investment analyst with Ramsey Asset Management. He received a B.S. in finance and accounting and a B.A. in economics from the University of Maryland, and is a CFA charterholder and member of the CFA Society of Washington, D.C. Profile
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TWST: Let’s start with some information about Broad Run — the firm’s history, a snapshot of your business and your overall investment approach and philosophy —