March 31, 2023
Inside This Issue
Matthew Fine, Third Avenue Management
Matthew Fine of Third Avenue Management describes how he’s tried to recapture his firm’s founding (and highly successful) strategy, what thematic tilts are evident in his bottom-up portfolio, what it means to him to be an active manager, and why he’s positive today on the investment prospects for Bank of Ireland, Capstone Copper and Warrior Met Coal.
Greg Morillo, David Butler, Argosy-Lionbridge Management
Argosy-Lionbridge Management’s Greg Morillo and David Butler explain how they try to gain an edge investing in public real estate securities, what industry sectors they find uniquely attractive, and why they believe the market is undervaluing the potential in Tricon Residential, Independence Realty Trust, Apartment Investment and Alexander’s.
Joseph Boskovich Sr., Old West Investment Management
Joseph Boskovich Sr., Brian Laks and Joseph Boskovich Jr. of Old West Investment Management describe why they start their company research with the proxy statement, how they zero in on the eclectic mix of businesses they own, why they're still high on many commodities, and why they see mispriced value in Alphamin, Bunge and WildBrain.
How one top portfolio manager processed this month's bank-industry turmoil in real time.
Identifying unique value in capital allocation done right.
Alexander’s, Alphamin Resources, Apartment Investment & Management, Bank of Ireland, Bunge, Capstone Copper, Charles Schwab, Independence Realty Trust, Thermo Fisher Scientific, Tricon Residential, Warrior Met Coal, WildBrain
Other Companies in this Issue:
American Homes 4 Rent, Comerica, Deutsche Bank, Filo Mining, First Citizens, Genting Singapore, Hawaiian Holdings, Hutchinson Ports, Invitation Homes, Lundin Mining, SmartRent, Ventas