Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) — Capital Allocators – Inside the Institutional Investment Industry

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Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively.
Our conversation starts with Herb's hard work as a youth in small-town Ohio, his fortuitous early entry into distressed investing and hedge funds, and mentors who shaped his investing career. We then dive into the DNA that carried Herb forward to Finepoint, including the evolution of value investing, sourcing miles wide, conducting research and diligence miles deep, constructing portfolios, and current opportunities in Japan and reinsurance.
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com ⁠)