Álvaro Guzmán, Fernando Bernad, Azvalor Asset Management
Álvaro Guzmán and Fernando Bernad of Azvalor Asset Management describe the market tendency they believe regularly creates opportunity, how they gain conviction to go where other investors fear to tread, the industry sectors they consider most interesting today, and why they see mispriced value in Suzano, Petra Diamonds, Grifols and Arch Resources.
Chris Pavese, Broyhill Asset Management
Broyhill Asset Management’s Chris Pavese explains which “speed bumps” companies hit that are more likely to attract his attention, how he processes the risks and opportunities from disruption in certain top holdings, the thematic hedge he’s employing today, and why he believes Universal Music, Dollar General, Nintendo and Philip Morris are mispriced.
CEO Robert Wright on building a constructive relationship with shareholders.
If this time is different, these stocks look quite cheap.
Value investors’ potential edge in taking time to actually reflect and think.
Arch Resources, DHT Holdings, Dollar General, Euronav, Frontline, Grifols, International Seaways, Nintendo, Petra Diamonds, Philip Morris, Potbelly, Scorpio Tankers, Suzano, Universal Music
Other Companies in this Issue:
AMA Group, Anheuser-Busch InBev, Ashmore, Barrick Gold, Bayer, Canadian Natural Resources, Charles Schwab, Consol Energy, Eletrobras, Fiserv, McKesson, Minas Buenaventura, Walt Disney