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With this article, Signal from Noise inaugurates a Question & Answer format, to be published occasionally as we run across portfolio managers with investment themes and stock ideas relevant to  subscribers.  It’s our intention to familiarize you, if briefly, with the views of successful money managers, some you might have read about, but, more importantly perhaps, some you might not have.

This week’s Q&A was conducted recently with Lloyd Khaner, who runs the New York City-based Khaner Capital LP, which began operations in 1983. Lloyd’s been at the helm for the past 22 years, since 1997,a time in which the investment style shifted from a “cigar butt,” deep value fund to one focused on value stocks with high quality management and at least 50%-100% upside in their stock price over the next three years.

Q: Describe briefly the fund’s investment stock picking thesis?

A: Find great managements and invest with them. Our proprietary “CEO Family Trees” identifies future leaders that have been trained by the best in their field. We track these CFOs, COOs, and other key executives and wait for them to land at a new company. This often creates an opportunity for us,  especially true in a company turnaround. We have successfully invested ...

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