December 30, 2017

Inside This Issue


Adversity to Advantage
Whitney George, Sprott Asset Management

Whitney George of Sprott Asset Management describes his affinity for cyclical businesses, what he’s finding to be unusual after eight years of a bull market, how he’s applying his expertise in precious metals, what he prefers about managing a closed-end fund, and what he thinks the market is missing in Franklin Resources, Pason Systems and Cirrus Logic. 

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Attention to Detail

Tom Olsen, Mensarius

Tom Olsen of European money manager Mensarius explains the three types of situations that tend to attract his interest, his detailed research process meant “to identify and avoid the risks we are able to avoid,” his general view on the opportunity set in Europe and the U.K., and why he sees mispriced value in Salvatore Ferragamo, Ericsson and Landis + Gyr.

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Liquid Assets

Richard Cook, Cook & Bynum Capital

Cook & Bynum Capital Management’s Richard Cook describes what’s behind the unusual composition of his portfolio, why he’s spending so much time in emerging markets, one key “error in psychological misjudgment” he guards against, and why he sees underappreciated potential in Anheuser-Busch InBev, Coca-Cola Embonor and Corporación Lindley. 

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A Fresh Look: Fiat/Ferrari

Assessing if these investment winners have room to run.
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Strategy: Robert Vinall

Challenging once-sacred aspects of a value-investing strategy.
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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.