As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we’ve updated the resource pages of Philip Fisher and Kyle Bass as well as the resource pages for Chris Browne and T. Rowe Price.
Below is a partial excerpt from the two new pages followed by link to the full page, which can also be found under Value Investors tab above.
This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery
The first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More
Two of Chris Browne’s publications, the book ‘What Has Worked In Investing’ and the manual ‘What Has Worked In Investing’, provides valuable insight into the investment philosophy of Browne. What Has Worked In Investing is available at the Tweedy website for free, elaborates on the five investment strategies which the company makes uses when selecting companies to invest in. It is evident that his and the company’s investment styles are influenced by Benjamin Graham’s deep value approach:
Thomas Rowe Price Jr., like Peter Lynch, was not a pure value investor. In fact, he was considered the father of growth investing. However, T. Rowe Price would not invest in high fliers that were abundant during the dotcom bubble.
He was a pure fundamental investor, who was contrarian by nature.
He formed T. Rowe T. Rowe Price Associates in 1937. T. Rowe Price can be considered as having an unconventional personality as he not only adopted a contrarian investment approach, but his way of conducting business with his clients was untraditional as well.