March 31, 2023

Inside This Issue

Back to Basics

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.

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Comparison Shopping

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.

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Top Down

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.

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Strategy: Banking Turmoil

How one top portfolio manager processed this month's bank-industry turmoil in real time.
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Uncovering Value: Thermo Fisher Scientific

Identifying unique value in capital allocation done right.
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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.