Benjamin Nahum, Neuberger Berman
Neuberger Berman’s Benjamin Nahum explains the top investor behavioral biases he tries to exploit, why he’s more activist in his approach, the leading impetus for a number of his sells, why he's made his portfolio less concentrated, and what he thinks the market is missing in Verint Systems, FireEye, Nuance Communications and Oil States International.
Laura Geritz, Rondure Global Advisors
Laura Geritz of Salt Lake City's Rondure Global Advisors describes the thematic “neighborhoods” she’s finding most attractive around the world today, which country she considers fertile ground for value, which country she considers fertile ground for value traps, and why she sees unrecognized upside in Radico Khaitan, Philippine Seven, ABC-Mart and Puma.
On navigating a difficult market that also happens to be ripe with potential opportunity.
Is it a mistake here to rely on the past being prologue?
An evolving retail story that's falling on deaf investor ears.
ABC-Mart, Ahresty, Credit Saison, Designer Brands, FireEye, Nuance Communications, Oil States International, Philippine Seven, Puma, Radico Khaitan, SolarEdge, Verint Systems
Other Companies in this Issue:
Adidas, Anta Sports, Asanuma, Chico’s, Cleveland-Cliffs, Criteo, Fluidigm, Li Ning, Lion Brewery, Lululemon, Lydall, Resideo, Taiwan FamilyMart, Vincom Retail