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…
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…
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…
Mary Buffett For over twenty years, Mary Buffett has been considered the world’s leading authority on the subject of Warren Buffett’s investment methods. Her international bestselling investment books, co-authored with David Clark have been translated into twenty-four foreign languages and…
Welcome to the 40th edition of Value Investor Digest The Livestream of the Berkshire Hathaway Annual Shareholders Meeting will take place this Saturday (click here to set a calendar reminder) and so we have several articles to bring you related to…
Mark Pearson – Arcus Investment Mark Pearson, ACA, CFA, co-founded Arcus in 1998. He previously managed portfolios of Japanese equities at Kleinwort Benson Investment Management in Tokyo and at Buchanan Partners in London. After graduating from Emmanuel College (University of…
Welcome to the 39th edition of Value Investor Digest Featured in this edition are 15 articles including the Berkshire Hathaway Annual Shareholders Letter, a Barron’s article on LVIC 2019 speaker David Harding of Winton Capital, a Value Investor Insight interview…
Welcome to the 38th edition of Value Investor Digest Featured in this edition is the January 2019 investment review from Jonathan Ruffer, a Spectator USA article from Mark Asquith of Somerset Capital Management, an Irish Times profile of Michael O’Leary’s…
Welcome to the 37th edition of Value Investor Digest Featured in this edition are an article in the Economist titled “the Agony of the Value Investor”, a new video interview with Charlie Munger from October 2018, the story of Bill…
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