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
Posts From Editor
Richard S. Pzena – Pzena Investment Management “The Evolution of Value Investing” – Fireside Chat and Audience Q&A with Joel Greenblatt 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
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 Lessons Learned from “Global Value” Equity Investing 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,”
Joel Greenblatt – Gotham Asset Management “The Evolution of Value Investing” – Fireside Chat and Audience Q&A with Richard Pzena 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
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
Gary Channon – Phoenix Asset Management Partners Investing in a Post Brexit Britain 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
Anthony Campagna – ISS EVA Value Doesn’t Matter… 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
Django Davidson – Hosking Partners The End of the Beginning or the Beginning of the End? Investment Opportunities Late in the Technology Cycle Django Davidson is a Founding Partner of Hosking Partners. Former Partner at TCI-backed financials-fund Algebris, he moved to help Jeremy Hosking set up Hosking Partners in 2013.
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