July 31, 2020

Inside This Issue

Willfully Open-Minded

Philip Best, Marc Saint John Webb, Quaero Capital

Philip Best and Marc Saint John Webb of Geneva-based Quaero Capital describe how they try to stay “willfully open-minded,” how they sift through Europe's small-company universe to find undiscovered gems, how their portfolio companies have held up since February, and why they're seeing unrecognized value in Cegedim, Quadient and Cellularline.

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Inflection Points

Christopher Smith, Artisan Partners

Artisan Partners’ Christopher Smith explains how he works both top-down and bottom-up to identify good investment opportunities, how the pandemic has impacted prominent themes reflected in his portfolio, why he puts so much emphasis on process, and what he thinks the market is missing in Fidelity National Information, Aon, T-Mobile and Agilent.

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Enduring Appeal

Joseph Shaposhnik, TCW Group

Joseph Shaposhnik of TCW Group describes how he targets companies less exposed to gyrations in the global economy, what business characteristic he's emphasizing in the current market, how he tries to minimize the damage done by mistakes, and why he's betting on compounding long-term value in TransUnion, IHS Markit and Constellation Software.

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Strategy: David Iben

Building a portfolio to shine when fundamentals-driven active investing again rules the day.
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Editor's Letter

On aspiring to hit the occasional investing grand slam.
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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 a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.