Clyde McGregor, Colin Hudson, Oakmark Equity and Income
Oakmark Funds’ Clyde McGregor and Colin Hudson describe how they deliver on their no-big-surprises mandate, the implications they see if interest rates don’t mean-revert, why they invest in smaller-cap stocks than their level of assets managed would imply, and why they see mispriced value in General Motors, Lear, Carlisle and Howard Hughes Corp.
Cullen Thompson, Bienville Capital
Bienville Capital’s Cullen Thompson, Mark Bower and Brian Yuen explain the four key things they look for in investable themes, how they sequence through ideas as the themes evolve, and why they see considerable upside today in Greek banks, Greek industrial conglomerate Gek Terna, Saudi Arabia’s Al Rajhi, Brazil’s Azul and uranium producer Cameco.
While the shares of this drug maker gyrate, how to discern signal from noise?
An infrastructure play with upside even if its end-market's "scary" problem isn't addressed.
Remembering Third Avenue's Marty Whitman; A thoughtful reminder from Jeff Bezos.
Al Rajhi Bank, Alkermes, Azul, Cameco, Carlisle, Gek Terna, General Motors, Howard Hughes Corp., Lear, Northwest Pipe
Other Companies in this Issue:
Adecoagro, AIG, Alpha Bank, Alphabet, Eurobank, Flowserve, Foot Locker, General Electric, LivaNova, Loma Negra, National Bank of Greece, Netflix, Pireaus Bank, Regeneron