February 28, 2019

Inside This Issue


Value First

Nigel Waller, Andrew Goodwin, Oldfield Partners

Nigel Waller and Andrew Goodwin of London's Oldfield Partners describe why they still consider valuation the prime determinant of future returns, how they stress diversification in a portfolio with 25 stocks, lessons learned from a painful value trap, and why they see mispriced value in Siemens, Mitsubishi UFJ Financial, Kansai Electric Power and BT Group.

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Stick to the Fundamentals

Thyra Zerhusen, Fairpointe Capital

Fairpointe Capital's Thyra Zerhusen, Marie Lorden, Jean Orr, Fran Tuite and Brian Washkowiak explain why they believe mid-caps outperform, what they look for in conversations with management, why they often don't rush to cut their losses, and what they think the market is missing in Wabtec, Copa Holdings, Meredith and Molson Coors. 

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Uncovering Value: USX

Its 2018 IPO was a bust, but might this truckload shipper's stock now be ready for prime time?
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Uncovering Risk: Axon

All investments require some leaps of faith. Might those required for this stock be excessive?
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Editor's Letter

Checking in on a Fund Manager of the Decade; Why fear is the "friend of the fundamentalist."
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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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.