Arthur Young, Tensile Capital Management
Arthur Young of Tensile Capital Management describes what it means for his firm to take a private-equity approach to public-equity investing, how he tries to be flexible in defining the situations he might find interesting, and why he sees unrecognized upside today in Academy Sports & Outdoors, Cannae Holdings, Valvoline, Euronext and Altus Group.
Anand Vasagiri, Beini Zhou, Artisan Partners
Artisan Partners' Beini Zhou and Anand Vasagiri explain where in the wide world of small caps they're finding more and less opportunity, how they’re betting today when it comes to man vs. machine in investing, and what they think the market is missing in M&C Saatchi, Mitra Adiperkasa, ATS Automation Tooling, Glenveagh Properties and Zuken.
The news flow from China has been less than bullish. Cause for alarm, or signal of opportunity?
Making the prospective case for a sector that has for some time been an investing wasteland.
Honing the tools in your baloney-detection toolkit.
Academy Sports & Outdoors, Altus Group, ATS Automation Tooling Systems, Cannae Holdings, Euronext, Glenveagh Properties, M&C Saatchi, Mitra Adiperkasa, Valvoline, Zuken
Other Companies in this Issue:
Air Canada, Alcoa, Alight, Avalara, C&D International, Crown Holdings, Dick’s Sporting Goods, Dun & Bradstreet, Evergrande, Fuji Seal, Glencore, Hope Education, Parex Resources, Real Matters, Sanne Group, Seazen, Teck Resources, Tourmaline Oil, Tuesday Morning