May 31, 2015

Inside This Issue


Far and Wide

Bernard Horn, Polaris Capital Management

Bernard Horn, Sumanta Biswas and Bin Xiao of Polaris Capital describe how they cull their 40,000-company universe, why they believe an all-cap strategy is best suited to today’s world, why their global team consists of generalists based in the same office, and why they see mispriced value in Linde, WorleyParsons, Capital One, Rexlot Holdings and Thai Oil.

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Less is More

Steve Leonard, Pacifica Capital Investments

Steve Leonard and Kari Pemberton of Pacifica Capital Investments explain the practical constraints they put on their circle of competence, how they determine if management is worthy of their trust, which industry is producing their most-interesting short ideas, and why they see unrecognized value today in Leucadia, M.D.C. Holdings and CNA Financial.

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Uncovering Value: Navigator

Declining oil prices have caused plenty of collateral investment damage. Is it overdone here?
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Uncovering Value: Mitsubishi

Organizational complexity need not be a turnoff in this almost comically diverse Japanese icon.
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Editors’ Letter

Insights from the top of the reading list at today’s hottest, if controversial, private-equity shop.
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight. In 2016 he took on an additional role as a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.