WELCOME TO THE 42ND EDITION OF VALUE INVESTOR DIGEST In this edition we feature two articles from John Authers; the first is titled “Quality Stocks Are An Overcrowded Trade”, there’s also a Value Investor Insight interview with Mark Pearson, a new Warren Buffett interview which includes his comments on Berkshire’s investments
Posts From Editor
C.T. Fitzpatrick – Vulcan Value Partners Value Investing in the Age of Low to Negative Interest Rates C.T. Fitzpatrick serves as Chief Executive Officer and Chief Investment Officer of Vulcan Value Partners. C.T. founded Vulcan Value Partners in 2007 to manage his personal capital. Since inception, two strategies have peer
David Samra – Artisan Partners So What Is Wrong With European Banks? N. David Samra is a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is lead portfolio manager of the Artisan Non-U.S. Value Strategy, which he has managed since its inception
Michael Mauboussin – BlueMountain Capital Fireside Chat and Audience Q&A with Robert Hagstrom Michael J. Mauboussin is Director of Research at BlueMountain Capital Management in New York. Prior to joining BlueMountain in July of 2017, he was a Managing Director and Head of Global Financial Strategies at Credit Suisse. Before rejoining
Bernard R. Horn Jr. – Polaris Capital A Snapshot of Global Value Opportunities 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
Alex Roepers – Atlantic Investment Management Presentation Title TBC Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the
Richard L. Chilton Jr. – Chilton Investment Company Presentation Title TBC Richard L. Chilton, Jr. is the founder, Chairman, CEO & CIO of Chilton Investment Company. Since founding Chilton Investment Company with his Flagship Strategy in 1992, Mr. Chilton has built a team of investment professionals focused on long term
Thomas Russo – Gardner Russo & Gardner Presentation Title TBC Thomas A. Russo joined Gardner Russo & Gardner LLC as a partner in 1989 and has, since 2014, served as Managing Member of Gardner Russo & Gardner LLC and General Partner to Semper Vic’s “global value,” long-only equity investment partnerships. Mr.
Welcome to the 41st edition of Value Investor Digest This edition features a question on Brexit from a Member of the House of Lords to Warren Buffett at the Berkshire Hathaway Shareholders Meeting, a CapX article on how well GDP figures capture the benefits of modern innovations, a Hosking Post
Joel Greenblatt – Gotham Asset Management Presentation Title TBC Joel 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. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School
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