September 30, 2015

Inside This Issue


Logical Conclusion

Michael Cook, SouthernSun Asset Management

SouthernSun Asset Management’s Michael Cook, Michael Cross, Elliot Cunningham and Peter Matthews describe the three filters through which they view all prospective investments, the system check they use at the end of their research process, and what they think the market is missing in Knowles, Tenneco, Hanesbrands, Chicago Bridge & Iron and Thor.

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Standing Out

Andrew Brenton, Turtle Creek Asset Management

Andrew Brenton of Turtle Creek Asset Management explains how the companies he favors are “highly-intelligent,” why he holds a fixed number of positions, to what he attributes a meaningful part of his firm’s market-trouncing performance, and why he sees mispriced value in Premium Brands, ATS Automation, Home Capital, TransForce and Open Text.

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A Fresh Look: Sysco

Assessing anew whether it can “pull out of its slump.”
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Uncovering Value: Discovery

Should it be painted with the same negative brush as peers?
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Uncovering Value: At Hand

Examining big markdowns in star-investor portfolios.
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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.