George Davis, Scott McBride, Hotchkis & Wiley
George Davis and Scott McBride of Hotchkis & Wiley describe what they believe distinguishes their firm's research approach, why the concept of mean reversion hasn't gone out of style, when they think capital return to shareholders is important, and the unrecognized upside they see in General Electric, Wells Fargo, Discovery and National Oilwell Varco.
Nick Tompras, Tim Piechowski, Willem Schilpzand, Alpine Capital Research
Nick Tompras, Tim Piechowski and Willem Schilpzand of Alpine Capital Research describe the narrow slices of the market they find deeply undervalued, why they passed on some recent ostensibly interesting ideas, why their portfolio does so well in down markets, and why they see upside today in Fairfax Financial, General Motors, Citigroup and Vodafone.
Staking claims in two newly independent companies before the market figures them out.
An investment "breath of fresh air" in a market that itself could use a healthy dose of oxygen.
Responding intelligently as an investor to "the three forces that rule the world."
Citigroup, Discovery, Fairfax Financial, General Electric, General Motors, Modern Times Group, National Oilwell Varco, Nordic Entertainment Group, Sparx Group, Vodafone, Wells Fargo
Other Companies in this Issue:
Bed Bath & Beyond, CVS, DowDuPont, International Business Machines, Magna International, Power Corp. of Canada, Waddell & Reed