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Capacity to Suffer – Global Value Equity Investing – Thomas Russo,GardnerRusso & Gardner
Ideas: BRK/A, NSRGY, Pernod Ricard, SABMiller
Risk of agency cost as an outside shareholder – Family controlled family. Dedicated and patient management adds value.
Focus:
Discount
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Cara Denver Jacobsen, Nierenberg, D3 Family Funds– 10 Years in Micro Cap Land
Cara is a portfolio manager at the fund.
• D3 Funds
o Typically hold 8-12 stocks
o Typically hold 6-7 years
o Seek growth – not cigar
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Brian Bares, Bares Capital Management – The Small Cap Advantage
Brian Bares is author of The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns, and the founder & portfolio manager at Bares.…
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On this week’s Consuelo Mack WealthTrack…: a rare interview with a Great Investor who specializes in small company stocks. The Royce Funds’ Whitney George will discuss where he is finding value in some of the world’s fastest growing
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Facts and Figures
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According to the February Case-Shiller data*, real home prices are back to their late-1990s levels. All of the price gains of the 2000s have been erased by subsequent price declines and inflation.
The U.S. had one million
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Frank Voisin is the author of the popular value focused website Frankly Speaking, found at http://www.FrankVoisin.com.
Earlier this week, we discussed the Altman Z-Score…, which is a measure designed to predict the likelihood that a firm will go
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Oaktree Capital Group LLC (NYSE:OAK) is one of the world’s largest value oriented asset managers. The firm is run by legendary CEO, Howard Marks. With $75 billion under management, the firm just filled for an IPO which gave it a
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Credit Value Partners LP, is a distressed debt value based hedge fund. The fund recently outlined why they see many opportunities in the space currently. Below is a summary.
Stressed and Distressed Loans are an attractive asset class in
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We are providing extensive coverage of the Omaha Annual shareholder meeting. We have obtained exclusive excerpts of the first interview conducted by Warren Buffett. The interview with Fox Business News (FBN) can be found here….
Below are some
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David Winters speaks with Frances Horodelski and Martin Cej on the Canadian financial news channel BNN about how he searches the globe looking for value in equity markets, including portfolio holdings British American Tobacco, Richemont, Swatch, and Schindler.
Video: http://www.wintergreenfund.com…
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