John Neff, Chris Cerrone, Akre Capital
Akre Capital’s John Neff and Chris Cerrone describe what sets their “compounder” investment strategy apart, why they've made the few portfolio moves they have this year, how they’re doing without Chuck Akre as a co-portfolio manager, and why they see mispriced value in American Tower, Moody’s, Constellation Software and Roper Technologies.
Jim Miles, Hotchkis & Wiley
Jim Miles of Hotchkis & Wiley Capital Management explains the consistent market inefficiency he tries to exploit, how his firm over time has updated its processes around risk assessment and the reweighting of portfolio positions that go against them, and what he thinks the market is missing today in F5, Adtalem Global Education, Stagwell and Flowserve.
Fertile ground for bottom-up stock picking in an area with plenty of top-down negativity.
Is this serial acquirer's latest purchase a masterstroke, or this time maybe one step too far?
Words to the wise on the subject of "the investor's job."
Adtalem Global Education, American Tower, Ashmore Group, Constellation Software, easyJet, F5, Flowserve, Moody’s, Open Text, Roper Technologies, S4 Capital, Stagwell
Other Companies in this Issue:
Brookfield Asset Management, CoStar, Dollar Tree, Herbalife, KBR, KKR, Murphy Oil, SBA Communications, Snowflake, WEX