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Mr. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt was a professor on the adjunct faculty of Columbia Business School teaching “Value and Special Situation Investing.”
Mr. Greenblatt formerly served as a director of Pzena Investment Management, Inc., a global investment management firm, and on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), and The Big Secret for the Small Investor (Random House, 2011), and Common Sense – The Investor’s Guide to Equality, Opportunity, and Growth (Columbia University Press, 2020). He was formerly the Chairman of the Board of Alliant Techsystems, a NYSE-listed aerospace and defense contractor. He holds a BS (1979), and an MBA (1980) from the Wharton School of the University of Pennsylvania.
Mr. Pzena is the architect of the firm’s investment strategy and conceived and developed our proprietary screening model. He serves as co-portfolio manager for the U.S. Large Cap strategies and the U.S. Best Ideas service.
Mr. Pzena began the firm in 1995. Prior to forming Pzena Investment Management, Mr. Pzena was the Director of U.S. Equity Investments and Chief Research Officer for Sanford C. Bernstein & Company. He joined Bernstein as an oil industry analyst and was named to the Institutional Investor All America Research Team for three years running. Mr. Pzena also served as Chief Investment Officer, Small Cap Equities. Prior to joining Bernstein, Mr. Pzena worked for the Amoco Corporation in various financial and planning roles. He earned a B.S. summa cum laude and an M.B.A. from the Wharton School of the University of Pennsylvania.
Paula joined WTW in 2022 and is responsible for researching equity strategies, and leads WTW’s Focus Equity team, who are responsible for sourcing and reviewing concentrated Global Equity mandates.
She is also a key member of our Equity Investment Committee, contributing to strategic decisions across our Equity platform. Paula works with advisory clients on manager selections and our internal equity portfolio management group on portfolio construction. Her day-to-day role involves in-depth qualitative and quantitative analysis across areas such as stock selection, portfolio management, ESG integration, culture, firm stability, and DEI. Paula is on the Global Manager Research Leadership team and currently leads the DEI manager research working group at WTW.
Prior to joining WTW, Paula started her career in London in 2007 with Buck Consultants, where she held a range of roles across the actuarial pension and investment consulting practice. Paula moved to the U.S. in 2013, where she led Buck’s U.S. Manager Research function, a position she held until 2019, when she left the profession to start a family.
Paula received a master’s in actuarial finance from Imperial College London and a bachelor’s degree in mathematics from the University of Durham. Paula has her CFA in ESG Investing.
N. David Samra is a managing director of Artisan Partners and founding partner of the International Value Group. He is portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio’s inception in September 2002.
Mr. Samra also was co-portfolio manager for the Artisan Global Value Fund from its inception in December 2007 through September 2018. Under Mr. Samra’s leadership, the team was nominated six times (in 2008, consecutively from 2011-2014 and again in 2016) for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the US and won the award in 2008 and 2013. The team was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by Institutional Investor. Investor’s Business Daily has recognized the Artisan International Value Fund four times (consecutively from 2021-2024) as one of the best international stock mutual funds for outperforming the MSCI EAFE index over the last one-, three-, five- and ten-year periods. U.S. Lipper Fund Awards has recognized the team with 10 awards since 2013. Most recently, Artisan International Value (APHKX) was named the best fund in Lipper’s International Large-Cap Value Fund category over the three-, five- and ten-year time periods in 2023 and 2024. In 2024, Value Invest awarded Mr. Samra with the Fund Manager Lifetime Achievement Award in recognition of his accomplishments in the field.
Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division.
Mr. Samra holds a bachelor’s degree in finance from Bentley College and a master’s degree in business administration from Columbia Business School.
Jennifer Wallace is the Founding Partner; Chief Investment Officer, Portfolio Manager of Summit Street Capital Management, LLC. Jenny has more than 30 years of investment experience. Prior to founding Summit Street, She worked with the Robert M. Bass investment groups where she was manager of Emerald Value Partners and co-manager of Alpine Capital.
Before joining the Bass organization, Jenny was a consultant with McKinsey & Company and an investment banker. She earned a BA from Columbia College and an MBA from the Columbia University Graduate School of Business where she received Beta Gamma Sigma honors as well as other awards and prizes. In addition, Jenny serves on the Advisory Board of The Heilbrunn Center for Graham & Dodd Investing at the Columbia Business School.
Dave is the Chief Investment Officer, Lead Portfolio Manager, Managing Member of Kopernik Global Investors, which he founded in July 2013. From July 2012 through March 2013, Dave managed the $2.7 billion Global Value Long/Short Equity portfolio at Vinik Asset Management.
Prior to this, Dave was co-founder, CIO, Co-President and Lead Portfolio Manager of Tradewinds Global Investors, a $38 billion (at February 2012) firm. Dave directed Tradewinds’ investment activities, including portfolio management, research, and trading, and has been recognized by nationally known publications such as Bloomberg, Lipper, etc.
Notably, Dave was awarded the 2023 Fund Manager Lifetime Achievement Award from the London Value Investor Conference. Dave was previously CEO, Lead Portfolio Manager and Founding Member of Palladian Capital Management, and Senior Portfolio Manager at Cramblit & Carney. He began his career with Farmers Group in 1982, where at the time of his departure in 1996, he was acting as the CIO responsible for $16 billion of investable assets. Dave earned his BA from the University of California, Davis, his MBA from the University of Southern California, and holds the CFA designation. Since 2024, Dave chairs the Board of Advisors for the USC Marshall School Center for Investment Studies.
As Board Chair, he advises the Center Director by providing strategic insights and direction to help guide the Center’s mission of advancing investment knowledge and experiential learning through academic research, student education, and industry engagement.
Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna’s large cap, all cap and focused Canadian value strategies and co-lead on Sionna’s high conviction strategy.
Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017), the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015) and the Rotman Alumni Lifetime Achievement Award (2021). Kim was also inducted into the IIAC Investment Industry Hall of Fame in 2022. Kim is a Fellow of the Royal Canadian Geographical Society, and is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is also a member of the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim previously served as a board member with the Canadian Coalition for Good Governance and served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.
C.T. Fitzpatrick is the founder, chairman, and Chief Investment Officer of Vulcan Value Partners, headquartered in Birmingham, Alabama. C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As chief investment officer, equity analyst and portfolio manager, he leads a research team responsible for investing approximately $7.1 billion for a global client base as of December 31, 2024.
Prior to founding Vulcan Value Partners, C.T. worked as a principal and portfolio manager at Southeastern Asset Management.
C.T. earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama. C.T. is a CFA Charterholder.
Samantha McLemore has been actively involved in markets for over two decades. Investing side by side with famed value investor Bill Miller for over 20 years, Samantha has experience managing through significant market cycles and sentiment shifts.
Samantha launched Patient Capital Management, LLC in 2020 where she serves as Chief Investment Officer and portfolio manager for Patient Partners LP. In 2023, Patient Capital acquired the Miller Value Partner’s Opportunity Equity strategy, a multi-billion-dollar strategy across a mutual fund and separate accounts. Samantha has co managed Opportunity Equity with Bill Miller at Miller Value Partners and took sole management responsibilities in 2023. Samantha started her career as an analyst at Legg Mason Capital Management. In 2019, 2020 and 2021 Samantha received Sauren Gold medals for excellent Fund management. In 2017, she was named one of Baltimore’s 40 Under 40. Samantha has been featured in The New York Times, The Wall Street Journal, Bloomberg, Barron’s and others. Samantha has spoken at conferences by Columbia University, the CFA Society New York and 100 Women in Finance. She received her CFA designation in 2005 and graduated magna cum laude from Washington & Lee University. Samantha is Chair of the Board of Improving Education, a nonprofit focused on early childhood literacy, a member of the Board for the Next Generation Investing Event, which raises money for a number of Baltimore educational institutions, and member of the Board of Trustees at Washington & Lee University.
Jeffrey Everett is the founding partner of Tectonic Investors, a firm that specializes in identifying and capitalizing on transformative forces shaping global markets.
With over 30 years of global investment management experience, he has led high-performing teams from the Bahamas, the United States, and China, delivering long-term value for institutional and high-net-worth investors. His investment philosophy was shaped by nearly 20 years working alongside legendary investor Sir John Templeton, where he developed a deep understanding of global markets.
A recognized voice in global investing, Mr. Everett has appeared on CNBC, Bloomberg, and PBS and has been profiled in numerous financial publications, including the book The Winner’s Circle.
Beyond investing, he is dedicated to philanthropy, serving as a director and past president of the Lyford Cay Foundation, and currently serving as a Trustee and Executive Committee member of the John Templeton Foundation.
Mr. Everett holds a bachelor’s degree in finance from Pennsylvania State University and is a CFA charterholder. He and his wife, Gillian, are the proud parents of four daughters.
Django Davidson is a Portfolio Manager and Founding Partner of Hosking Partners. The firm was founded in 2013 to continue to pioneer the Capital Cycle approach to investing developed in the early 1980s by Jeremy Hosking and team at Marathon Asset Management.
Django spent his first three years working alongside Jeremy in Dublin before moving to London. Prior to joining Hosking Partners, Django was a Partner at Algebris Investments LLP, one of the three funds backed by the Children’s Investment Fund (TCI). He began his career at Deutsche Bank, where he served as Director in the bank equity research team.
Django is a host of Hosking Partners’ Capital Cyclists podcast, as well as appearing as a regular guest on external productions, including being a repeat contributor to Schroder’s Value Perspective Podcast. He has been featured in a variety of major investment publications, including the Financial Times, Investment Week, and Value Investor Insight.
Django presented at the New York Value Investor Conference in 2019 and at the London Value Investor Conference in 2019 and 2024. In 2023, he presented at the Capstone Student Investment Conference at the University of Alabama.
After graduating from Princeton University with a history degree, Andrew joined NEC Logistics in Tokyo in 1992. In 1994 he fell into a finance career courtesy of JPMorgan, where he worked on deals ranging from Chinese infrastructure finance to venture capital to tech IPOs in Hong Kong, Singapore and San Francisco.
He returned to his hometown of Memphis to join Southeastern Asset Management in 1998. He helped lead its international business from Tokyo and London until 2009. He founded Mission Value Partners in 2010. MVP manages a global equity portfolio that is currently 100% invested in Japan. Andrew recently moved MVP from California to Nashville, where he has been surprised by the relevance of Japan to the local economy.
John Heins joined the University of Alabama in 2016 as a Professor of Value Investing and was named the Director of the C.T. and Kelley Fitzpatrick Center for Value Investing upon its creation in 2020. He is a well-known and highly regarded member of the value investing community, serving since its inception as the Editor and Publisher of Value Investor Insight, the industry-leading newsletter he co-founded in 2005.
Prior to founding Value Investor Media, John served as the President & Chief Executive Officer of Gruner + Jahr USA Publishing, a consumer magazine publisher, as the Senior Vice President for Personal Finance at AOL, and as a reporter for Forbes magazine. He holds an M.B.A. from Stanford University and a B.S. in Economics (with an Accounting major) from the University of Pennsylvania’s Wharton School.
John also serves as Faculty Advisor for the Culverhouse Investment Management Group, Faculty Advisor for the University of Alabama’s Investment Banking Academy, and as Chairman of the Capstone Student Investment Conference. He received an Outstanding Commitment to Teaching Award in 2020 from the University of Alabama National Alumni Association and was named by the University of Alabama Division of Student Life as the John L. Blackburn Advisor of the Year in 2019.
Andrew Wellington is the Chief Investment Officer of Lyrical Asset Management, co-founded with his longtime friend, Jeff Keswin. Andrew Wellington has been a value investor for over a quarter century. After spending five years in management consulting, in 1996 Andrew joined Pzena Investment Management as a founding member and its first research analyst.
Five years later, after honing his skills as an equity analyst and value investor, Andrew joined Neuberger Berman in 2001, where he went on to run their institutional mid-cap value product. At Neuberger, his investment performance improved his fund’s 3-year Morningstar rating from 3-stars to 5-stars while product AUM tripled from $1.1bn in 2003 to $3.3bn in 2005. After Neuberger, Andrew spent two years in activist investing at New Mountain Capital.
Andrew graduated summa cum laude and as the top graduating senior from the University of Pennsylvania’s Management & Technology Program in 1990, earning a Bachelor of Science in Economics from the Wharton School and a Bachelor of Science in Engineering from the School of Engineering.
Anand Vasagiri is a co-portfolio manager for the Artisan International Explorer Strategy, including the Artisan International Explorer Fund. In this role, he oversees the research process and conducts fundamental research as a generalist.
Prior to returning to Artisan Partners in September 2020, Mr. Vasagiri was co-head and portfolio manager for the Paradice Global Small Cap Strategy from 2010 to 2019. Before that, Mr. Vasagiri was an analyst for the Artisan International Value and Global Value strategies from 2007 to 2010. Earlier in his career, he was an investment analyst for the global emerging markets team at Pictet Asset Management. Mr. Vasagiri holds a bachelor’s degree of engineering in mechanical engineering from M.N. National Institute of Technology, India, a master’s degree in management from the Thunderbird School of Global Management (ASU) and a master’s degree in business administration from the University of Chicago Booth School of Business.
Bernard R. Horn, Jr. is president and portfolio manager of Polaris Capital Management, LLC (www.polariscapital.com), a leading Boston-based global value equity manager serving the investment needs of institutions and individuals.
Mr. Horn founded Polaris in 1995 to expand his existing client base from the 1980s. Polaris has one of the longest global and international equity track records of any firm presently in operation and continuously managed by the same individuals. The value-oriented strategy has been strictly applied by Mr. Horn over the past 40+ years, producing admirable risk-adjusted returns since inception. A forerunner in global and international investing, Mr. Horn has been profiled in national media outlets, a guest lecturer at conferences and his written works have been published throughout the investment industry.
Previously, Mr. Horn worked for MDT Advisers, Inc., Freedom Capital Management and Horn & Company. Mr. Horn is a graduate of Northeastern University and holds a master’s degree in management from the Alfred P. Sloan School of Management at M.I.T.
David Salem is Managing Director, Capital Allocation at Hedgeye Risk Management, which provides investment-focused research to a globally diverse array of asset owners.
Previously, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF).
Prior to TIFF’s founding, David was a partner at the global investment advisory firm GMO, working closely with Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.
David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar since earning his JD, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel’s office while enrolled at Harvard.
Whitney Tilson is a Democratic candidate for mayor of New York City. He is Editor of Stansberry Research, which provides advice, commentary and in-depth research and analysis to help people become better investors. The business has more than 100,000 paid subscribers.
In the year prior to joining Stansberry in 2018, he founded and ran Kase Learning, through which he taught a range of investing seminars around the world and hosted two conferences dedicated solely to short selling.
Mr. Tilson founded and, for nearly two decades, ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds, with assets that peaked at over $200 million.
Mr. Tilson has built six small businesses in New York City over the past 30 years and has been active in Democratic party politics for more than two decades.
He grew up in Tanzania and Nicaragua, the child of teachers who met and married in the Peace Corps. His first job out of college was helping start Teach for America in New York City in 1989, and he served on the board of KIPP charter schools in NYC for more than 20 years. After finishing business school in 1994, he founded and ran the Initiative for a Competitive Inner City for five years. He also led the effort to create ICV Partners, a national for-profit private equity fund that has raised and invested $1.7 billion in minority-owned and inner-city businesses.
He is on the board of the Pershing Square Foundation, co-chaired Central Synagogue’s criminal justice reform initiative, was the President of the Manhattan chapter of the Young Presidents’ Organization, served on the finance committees of Barack Obama and Cory Booker and, most recently, raised more than $18 million for Ukraine and traveled there four times. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of New York.
Mr. Tilson is an avid mountaineer – he climbed the Nose of El Capitan in June 2020 and has summited Mt. Kilimanjaro, Mt. Blanc, the Matterhorn and the Eiger. He also regularly competes in obstacle course races and has run seven 24-hour World’s Toughest Mudders, winning the 50+ age group twice and setting the all-time age-group record of 75 miles in 2016.
Mr. Tilson graduated magna cum laude from Harvard College in 1989 with a bachelor’s degree in Government and received an MBA with High Distinction from the Harvard Business School in 1994, where he was elected a Baker Scholar (top 5% of class).
He lives in Manhattan with his wife of 31 years, with whom he has three adult daughters.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.
© Value Invest 2021
