November 30, 2022

Inside This Issue

Value for the Money

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.

Read More

What’s Normal?

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.

Read More

Uncovering Value: United Kingdom

Fertile ground for bottom-up stock picking in an area with plenty of top-down negativity.
Read More

Uncovering Value: Open Text

Is this serial acquirer's latest purchase a masterstroke, or this time maybe one step too far?
Read More

Editor's Letter

Words to the wise on the subject of "the investor's job."
Read More

Register to View Our Free Sample Content


Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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.