Alexander Roepers, Atlantic Investment Management
Alexander Roepers, Rossana Ivanova, Andrew Black and Toni Bujas of Atlantic Investment Management describe how they execute their brand of "constructive activism," what they learned from a big mistake last year, what portfolio-management tactic generates alpha for them, and why they consider G4S, Atos, Oshkosh and Avnet to be mispriced.
Morris Mark, Mark Asset Management
Morris Mark of Mark Asset Management explains why even highly rational markets aren't particularly efficient, which slow-to-unfold secular trends he believes warrant continued patience, how he deals with share-price volatility in higher-growth companies, and why he sees mispriced value in Dell Technologies, Facebook, Amazon and Bank of America.
Making the intriguing, if naturally speculative, case for Carvana as a potential investment multi-bagger.
Has Harsco successfully graduated from cautionary case study to current opportunity?
How "long-lived, broadly applicable wisdom" can provide a competitive investing advantage.
Amazon, Atos, Avnet, Bank of America, Carvana, Dell Technologies, Facebook, G4S, Harsco, Oshkosh
Other Companies in this Issue:
Boeing, Coca-Cola, CommScope, Diebold Nixdorf, DXC Technology, Lennar, Martin Marietta Materials, McDonald's, Nvidia, Owens-Illinois, Twitter, VMware