April 30, 2023

Inside This Issue

Roads Less Travelled

Andrew Foster, Seafarer Funds; Scott Thomas, Wasatch Global Investors; Daniel Malan, Perspective Investment Management; Laura Geritz, Rondure Global Advisors; Amit Wadhwaney, Moerus Capital

Five experienced emerging-market investors handicap their diverse opportunity set today and describe why they find – among thousands of choices – Hyundai Mobis, Bajaj Finance, Remgro, GMexico Transportes and Companhia Brasileira de Distribuicao particularly interesting.

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The Long Haul

Edgar Allen, High Ground Investment Management

Edgar Allen of High Ground Investment Management explains why he focuses on long-cycle businesses that don’t change very rapidly, how he tries to distinguish between permanent and temporary disruption, what he looks for in attractive short opportunities, and why he thinks the market is mispricing Knorr-Bremse, OSB Group and Gerresheimer.

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Taking What’s Given

Michael Marone, Boris Vuchic, Crescent Rock Capital

Crescent Rock Capital’s Michael Marone, Boris Vuchic, John Rolfe and Chris Campbell describe how they execute their go-anywhere approach, the types of business transitions that attract their attention, why they're happy to have an active short book, and why they think the market is mispricing the potential in KBR, MRC Global and Vishay Intertechnology.

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Uncovering Value: Tidewater

What one investor found upon revisiting a business he not long ago watched go over a cliff.
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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.