Harry Hartford, Causeway Capital
Causeway Capital’s Harry Hartford describes why he believes today's investing environment plays to his firm’s strengths, the situations, sectors and geographies where he sees more prevalent mispricing, how he’s assessing the current opportunity set in China, and what he thinks the market is missing in Prudential PLC, UniCredit, Rolls-Royce and Berry Global.
Scott Barbee, Aegis Financial
Scott Barbee and Justin Harrison of Aegis Financial explain how they zero in on ideas that deserve attention, why they’re so heavily weighted toward commodity-related stocks, how they deal with emotions when markets are challenging, and why they see unrecognized value today in Amerigo Resources, Hallador Energy, MEG Energy, Interfor and Algoma Steel.
Distinguishing between opportunity and risk in a "super confusing" investing environment.
Judging whether value creation here will be delayed or denied.
Offering a timely reminder about a prevalent investor bias.
Algoma Steel, Amerigo Resources, Berry Global, Bridgewater Bancshares, Genworth Financial, Hallador Energy, Interfor, MEG Energy, Prudential PLC, Rolls-Royce, UniCredit
Other Companies in this Issue:
Aena, Air Canada, Air Liquide, BASF, Basset Furniture, Booking, Boston Properties, Credit Suisse, Enact Holdings, Inditex, Minera Alamos, Novartis, Orezone Gold, Reckitt Benckiser, Ryanair, Victory Capital, Vornado