The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal exposure to permanent loss.
The Bonhoeffer Fund identifies and invests in undervalued securities that are either undiscovered or misunderstood. Working in both domestic and international markets, Keith finds investable opportunities that include compound mispricings, miscategorized firms, and/or corporate actions. His circle of competence consists of telecom and media services, logistics services, asset managers, food and beverage services, information processing, real estate services, cement and aggregates, and recreation services.