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.
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.
Asking European investors about investing in Europe and what they find interesting today, such as DSM, Sabaf and Unilever.
Why this rose to the top after a deep research dive into a globally out-of-favor industry.
AerCap, Atlas Air Worldwide, Becton Dickinson, DSM, Hochtief, IAMGOLD, PepsiCo, Sabaf, Simon Property Group, Taylor Morrison Home, Unilever, Vertex Pharmaceuticals
Other Companies in this Issue:
ABB, ACS, Alaska Air, Applied Materials, Argonaut Gold, Cegedim, Charles Schwab, Gold Fields, Hunter Douglas, Intel, International Seaways, Konecranes, Lam Research, M/I Homes, Schindler, Sonova