Brian Bythrow, Wasatch Advisors
Wasatch Advisors’ Brian Bythrow explains what he looks for in microcaps that are destined for greatness, when he pays careful attention to IPOs, what he hasn’t fully figured out when it comes to selling, what he doesn't want to worry about at 3 a.m., and why he sees unrecognized upside in Patrick Industries, Hardwoods Distribution, Fiducian and i3 Verticals.
John Gillespie, Prospector Partners
John Gillespie, Kevin O’Brien, Jason Kish and Steve Labbe of Prospector Partners describe themes evident today in their short portfolio, why they have a penchant for banks and insurance companies, which long-time short recently became a long, and why they believe Brown & Brown, Nestlé, Kimberly-Clark, Intact Financial and KeyCorp are mispriced.
Seeing upside in a combination of modest top-line growth and very high returns on capital.
How to respond when the messiness of business collides with a logically sound investment thesis?
To an exceptional career and knowing when to fold 'em.
Brown & Brown, Compass Group, Fiducian, Gulf Island Fabrication, Hardwoods Distribution, i3 Verticals, Intact Financial, KeyCorp, Kimberly-Clark, Nestlé, Patrick Industries
Other Companies in this Issue:
AIG, BofI Holding, Chubb, Commonwealth Bank of Australia, Eaton, Esquire Financial, Hackett, John Bean Technologies, Kearney Financial, SiteOne Landscape, Sodexo, Tower Semiconductor, Westpac Banking