December 30, 2018

Inside This Issue


In Context

Rajiv Jain, GQG Partners

Rajiv Jain, James Anders, Brian Kersmanc and Sudarshan Murthy of GQG Partners describe their ingrained devil's-advocate approach, the emphasis they put on accounting, how they acknowledge "unknowability" in investing, and why they see mispriced value in CK Infrastructure Holdings, Heineken, KBC Group, Infosys and Intercontinental Exchange.

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Game Change

David Ellison, Ryan Kelley, Hennessy Funds

Hennessy Funds' David Ellison and Ryan Kelley explain why managing financial-sector portfolios has become more of a challenge, how they've looked to expand their investing opportunity set, why they often consider the word "fintech" to be misused, and what they think the market is missing in PayPal, JPMorgan Chase, Opus Bank and Union Bankshares. 

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Strategy: Gold

What an experienced hand recently found after taking a deep research dive into gold stocks.
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Uncovering Value: Spirit MTA

Making the case that this odd-bird real estate investment trust is overlooked and mispriced.
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Editors' Letter

As the old song goes, "To everything, turn, turn, turn ..."
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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 the C.T. Fitzpatrick Professor of Value Investing at the University of Alabama.