August 31, 2021

Inside This Issue

High Calling

Billy Hwan, Parnassus Investments

Parnassus Investments’ Billy Hwan, Andrew Choi and Shivani Vohra describe what helps protect them from trouble when pursuing out-of-favor names, the changes Hwan made in taking responsibility for the firm’s Endeavor Fund in January, and what they think the market is missing today in PepsiCo, Simon Property Group, Vertex and Becton Dickinson.

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By the Book

Richard Greenberg, Jon Hartsel, Donald Smith & Co.

Richard Greenberg and Jon Hartsel of Donald Smith & Co. describe why they’re as committed to low-price-to-book-value investing as ever, which cyclical sectors have captured their interest, what component of inflation they’re watching closely, and why they see unrecognized value in AerCap, Atlas Air Worldwide, Taylor Morrison Home and Iamgold.

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Strategy: Europe

Asking European investors about investing in Europe and what they find interesting today, such as DSM, Sabaf and Unilever.
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Uncovering Value: Hochtief

Why this rose to the top after a deep research dive into a globally out-of-favor industry.
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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.