Scott Moore, Nuance Investments
Scott Moore of Kansas City's Nuance Investments describes what "competitive transitions" he's avidly avoiding today, why he considers mid-caps to be particularly fertile ground for his types of ideas, why he dislikes late-cycle investing, and why he believes Sanderson Farms, Dentsply Sirona, Travelers and Reinsurance Group of America are undervalued.
Alvaro Guzmán, Fernando Bernad, azValor Asset Management
Alvaro Guzmán de Lázaro and Fernando Bernad of azValor Asset Management explain why they've been so active in down-and-out cyclicals, where they're finding select bargains in Europe, what they consider their primary risk control, and why they see mispriced value in Compañía de Minas Buenaventura, Consol Energy, SOL SpA and Serco Group.
Navigating a difficult market to find unique bargains in such areas as videogames and paint.
How to respond when one of your favorite ideas veers quickly – and negatively – off course.
Advance excerpts from Howard Marks' brand-new book.
Comp2uS, Compañía de Minas Buenaventura, Consol Energy, Dentsply Sirona, E.L.F. Beauty, Kangnam Jevisco, Reinsurance Group of America, Sanderson Farms, Serco Group, SOL SpA, Travelers
Other Companies in this Issue:
Allstate, Aptargroup, Cameco, Diebold Nixdorf, Galp Energia, Henry Schein, Howden Joinery, Hudson's Bay, Patterson, Ryanair, Samho Development, Schlumberger, Smith & Nephew, Sysco, Tubacex