July 31, 2022

Inside This Issue

Attention to Detail

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.

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Discount Shopping

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.

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Strategy: Financials

Distinguishing between opportunity and risk in a "super confusing" investing environment.
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A Fresh Look: Hochtief

Judging whether value creation here will be delayed or denied.
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Editor's Letter

Offering a timely reminder about a prevalent investor bias.
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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.