Value Invest

Posts From Editor

    Anthony Campagna

Anthony Campagna

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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    Django Davidson

Django Davidson

Django Davidson – Hosking Partners 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. Hosking Partners is a behavioural global equity manager, which now has assets under management in excess of $8bn.

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    Jennifer Wallace

Jennifer Wallace

Jennifer Wallace – Summit Street Capital Managemen Jennifer Wallace is a founding partner of Summit Street Capital Management, LLC and serves as the firm’s Chief Investment Officer and Portfolio Manager. Jennifer has more than 23 years of investment experience. Prior to co-founding Summit Street, Jennifer worked with the Robert M.

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    Richard Chilton

Richard Chilton

Richard L. Chilton Jr. – Chilton Investment Company 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 capital growth seeking

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    Michael Mauboussin

Michael Mauboussin

Michael Mauboussin – BlueMountain Capital 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 Credit Suisse, he was Chief Investment Strategist at

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    Bernard Horn

Bernard Horn

Bernard R. Horn Jr. – Polaris Capital 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

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    Rory Kutisker-Jacobson

Rory Kutisker-Jacobson

Rory Kutisker-Jacobson – Orbis Allan Gray Rory is a portfolio manager at Orbis Allan Gray Limited. Orbis Allan Gray Limited is made up primarily of two asset management businesses: Orbis founded in 1989 and Allan Gray founded in 1973. They share the same founder and a common private ownership structure.

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    Alex Roepers

Alex Roepers

Alex Roepers – Atlantic Investment Management 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 consumer, industrials and

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VID July 2019

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

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    Keith Ashworth-Lord

Keith Ashworth-Lord

Keith Ashworth-Lord – Sanford DeLand Asset Management, CFP SDL UK Buffettology Fund Keith Ashworth-Lord is Chief Investment Officer of Sanford DeLand Asset Management Ltd and Fund Manager of the CFP SDL UK Buffettology Fund. Keith has over 35 years of equity market experience as an investment analyst and fund manager. He

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