April 30, 2020

Inside This Issue


Investing in Crisis

Warren Buffett captures an essential truth about investing when he says, “It's only when the tide goes out that you learn who's been swimming naked.” The market tide has certainly delivered its share of eye-opening moments over the past two months. Here, 12 best-in-class investors from around the world describe how they're navigating the roiling seas.

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Mason Hawkins

Southeastern Asset Management
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Peter Keefe

Avenir Corporation
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Bill Nygren

Harris Associates
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Chuck Akre

Akre Capital Management
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Eric Cinnamond

Palm Valley Capital
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Rob Arnott

Research Affiliates
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Álvaro Guzmán

Azvalor Asset Management
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Whitney George

Sprott Asset Management
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Harry Hartford

Causeway Capital Management
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Stephen Arnold

Aoris Investment Management
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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.