Marcel Houtzager, Nikhil Rastogi, Kabouter Management
Marcel Houtzager and Nikhil Rastogi of Kabouter Management describe the character traits most helpful when investing in small international companies, the various forms of neglect they often see creating mispricings, how they help companies be "discovered," and why they see unrecognized upside in Lectra, Alpha Group, Zuken, CRE and Anicom.
Arvind Sanger, Geosphere Capital Management
Geosphere Capital Management’s Arvind Sanger explains how he's investing in “sensible” energy transition, what it takes to successfully invest in cyclical companies, why he’s less than enthusiastic about U.S. shale, and why he's finding unique opportunity today in uranium, National Energy Services, Weatherford, Gulfport Energy and Hudbay Minerals.
Where three specialists are picking their spots in a turbulent and diverse global sector.
Are there flies in the sugar bowl for this pest-control stalwart?
A list of life lessons from one of Wall Street's class acts.
Alpha Group, Anicom, CRE Inc., Gulfport Energy, Hudbay Minerals, Lectra, Lennar, National Energy Services, Rollins, Vesta, Weatherford, Zuken
Other Companies in this Issue:
Albemarle, Arch Resources, BayCurrent, Big Yellow, Cameco, Kazatomprom, Keywords Studios, MLP, Paladin, Rentokil, SES Imagotag, Sol, Sprott Uranium Trust, SQM, Tidewater, U-Haul, Uranium Energy, Uranium Royalty, Yellow Cake