September 30, 2019

Inside This Issue

Calm in a “Jittery” Market

Dan O’Keefe, Artisan Partners

Dan O’Keefe of Artisan Partners describes lessons “learned the hard way” that inform his investment strategy, the seemingly dirt-cheap sector in today's market that doesn’t interest him at all, why he’s a big advocate of a liberal arts education, and why he sees mispriced value in Booking Holdings, NXP Semiconductors, Citigroup and Samsung Electronics.

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Corrective Measures

Mitchell Kovitz, Joel Hirsh, Jonathan Shapiro, Kovitz Investment Group

Kovitz Investment’s Mitchell Kovitz, Jonathan Shapiro, Joel Hirsh, Mark Rosland, Bryan Engler and Jason Petitte explain why they've shifted their shorting strategy, the reappraisal they’ve done of their investable universe, what management trait they increasingly value, and why they think GoDaddy, Covetrus, Gildan and Quanta Services are mispriced.

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Strategy: Absolute Return

"If the risks of owning equities are the same, why should I lower my return demands?"
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Uncovering Value: Diamond Hill

Another way for bargain hunters to play the eventual return to favor of active value investing.
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Editor's Letter

Is now a good time to invest?; Imagining two stages of the growth-investing cycle's end.
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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.