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December 31, 2008 |
Featured Investors: Mohamed El-Erian, Pacific Investment Management Co.; Curtis Jensen, Third Avenue Management; David Chu, Igor Lotsvin, Soma Asset Management
Featured Investments: Bristow Group, Imax, JPMorgan Chase, Lanxess, Synopsys, Vail Resorts, Viterra |
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| INVESTOR INSIGHT |
| Mohamed El-Erian |
| PIMCO CEO and co-CIO describes the ongoing "very bumpy journey to a new destination" for the global economy and the challenges and opportunities such a journey presents for investors. |
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| INVESTOR INSIGHT |
| Curtis Jensen |
| Third Avenue co-CIO explains why today's market reminds him of the late 1990s, why hard-hit financial and energy sectors offer differing prospects, how low turnover is a double-edged sword, and why Synopsys, Bristow, Viterra, Vail and Lanxess are mispriced. |
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| STRATEGY |
| From the unique perspective of having had a great 2008, where do David Chu and Igor Lotsvin see risk – and opportunity – entering 2009? |
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| OTHER COMPANIES IN THIS ISSUE |
| Brookfield Asset Management, Cadence Design, CB Richard Ellis, Cimarex Energy, Investment Technology Group, Lexmark, MBIA, Mentor Graphics, Sapporo Holdings, Sotheby’s, Tiffany |
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| WORDS OF INVESTING WISDOM |
| A greatest-hits collection of insight, organized by subject and from each issue of VII, celebrating the similarities and differences in how the best investors apply their craft. |
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