May 31, 2023

Inside This Issue

Peak Performance

Brad Barth, Liping Cai, Juliette Douglas, Ben Gardiner, Spencer Hackett, Mark Madsen, Grandeur Peak Global Advisors

Grandeur Peak Global Advisors’ Brad Barth, Liping Cai, Juliette Douglas, Ben Gardiner, Spencer Hackett and Mark Madsen describe their firm's unique research organization and approach, the industries and geographies they find of particular interest today, and why they see upside in Sun*, Volution, Global Industrial, Riverstone, Virbac and

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Growing Up

Rezo Kanovich, Artisan Partners

Rezo Kanovich of Artisan Partners describes the serendipitous nature of his thematic investment research, the types of company journeys that can create significant shareholder value, how his personal background influences the management of his portfolio, and what he thinks the market is missing in Jet2, Kinaxis, Swedish Orphan Biovitrum and Aixtron.

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Strategy: Banks

Handicapping bank stocks and finding more opportunity outside the U.S. than in it.
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Uncovering Risk: Weis Markets

Why this grocer faces a difficult return to its pre-Covid status quo.
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Uncovering Value: AMN Healthcare

Making the case for reassessing this company's enduring reality.
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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.