Posts From Editor
WELCOME TO THE 44th EDITION OF VALUE INVESTOR DIGEST In this issue we feature an FT article on the efficient markets hypothesis turning 50, Fundsmiths annual letter, a video from VINY with Howard Marks, an FT article on Hedge Fund returns in 2019, the latest memo from Howard Marks, a Visual
Welcome to the 43rd Edition of Value Investor Digest In this special edition of Value Investor Digest we feature a video of “Mastering the Market Cycle” with Howard Marks of Oaktree Capital from the Value Invest New York conference last year, as well as a complimentary interview with Dan O’Keefe
Richard S. Pzena – Pzena Investment Managemen Richard S. Pzena is Founder, Managing Principal, Co-Chief Investment Officer, Portfolio Manager and member of the firm’s Executive Committee. 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
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
Thomas Russo – Gardner Russo & Gardner 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. Russo oversees more
Joel Greenblatt – Gotham Asset Managemen 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 where he teaches
Join us this December for VINY 2019 at
