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.
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.
What an experienced hand recently found after taking a deep research dive into gold stocks.
Making the case that this odd-bird real estate investment trust is overlooked and mispriced.
As the old song goes, "To everything, turn, turn, turn ..."
Barrick Gold, CK Infrastructure Holdings, Heineken, Infosys, Intercontinental Exchange, JPMorgan Chase, KBC Group, Opus Bank, PayPal, Spirit Master Trust, Union Bankshares
Other Companies in this Issue:
AngloGold Ashanti, Bankinter, Facebook, Fortis, Goldman Sachs, HDFC Bank, Independent Bank, Intuitive Surgical, Safran, Tencent, Tokio Marine, Wells Fargo, Zillow