Pat English, Jonathan Bloom, Fiduciary Management
Pat English and Jonathan Bloom of Fiduciary Management describe how they try to avoid getting bogged down in unproductive research, what they look for in a prototypical CEO, how they took their strategy global, what they’ve learned about doubling down, and why they see mispriced value in Whitbread, Merlin Entertainments, Amorepacific and Safran.
Randy Pearce, Brad Barth, Grandeur Peak Global Investors
Grandeur Peak Global Advisors’ Randy Pearce, Brad Barth and Keefer Babbitt explain why they have about as broad a geographic reach as investors can have, what they look for when doing field research, how they compare companies in diverse markets, and why they think First Republic, Ritchie Bros., Nihon M&A and Aalberts Industries are mispriced.
Myopic investors still miss the point on U.S. homebuilders like this one, says Ed Wachenheim.
Why the company's ties to Sears Holdings may not be as ominous as they initially appear.
Diffusing value investors' reliance on "dumb humans."
Aalberts, Amorepacific, First Republic Bank, Lennar, Merlin Entertainments, Nihon M&A Center, Ritchie Bros., Safran, Seritage Growth Properties, Whitbread
Other Companies in this Issue:
Adecco, Alten, Brookfield Asset Management, EPAM Systems, Genpact, HealthEquity, Henkel, Lululemon, Makita, Misumi, Monro, Nutrien, Samsung, Smith & Nephew, Square Pharmaceuticals, WNS, WPP