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
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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
C.T. Fitzpatrick – Vulcan Value Partners 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 rankings in the top 1% of value managers in their respective
David Samra – Artisan Partners 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 in July 2002. Mr. Samra also was
Gary Channon – Phoenix Asset Management Partner Gary Channon co-founded Phoenix Asset Management Partners in 1998 and has managed the Phoenix UK Fund since its launch in May the same year. Since inception, the Fund has returned gross performance of 837% (versus the benchmark’s total return of 190%), an annualised
Anthony Campagna – ISS EVA Anthony Campagna is currently the Global Head of Fundamental Research at ISS EVA. (ISS acquired EVA Dimensions in 2018) He leads a global research team across all portions of the investment decision process: macro insights and screening for idea generation, sector and industry reports to
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