December 30, 2023
Inside This Issue
Tim Hartch, Memphre Investments
Tim Hartch and Peter Gao of Memphre Investments describe the core beliefs informing their new firm’s strategy, why they believe as Charlie Munger did that ethical businesses make for better investments, what particular big-picture challenge they want to be prepared for, and why they see unrecognized value today in Onex, WEX and Accesso Technology.
William Heaphy, Matthew Fleming, William Blair Investment Management
William Blair Investment Management’s William Heaphy and Matthew Fleming explain how their strategy is built to win in both up and down markets, why their portfolio companies are often attractive takeover targets, how they battle investment-thesis “creep,” and what they think the market seems to be missing today in Hillenbrand, Carter’s and Perficient.
Daniel Roller, Maran Capital Management
Daniel Roller of Maran Capital Management describes the special situations that typically attract his attention, why he sets a high return hurdle rate for all potential investments, how he tries to balance ego with humility in sizing positions, and why he's currently high on the investment prospects for Clarus, Vistry Group and Correios De Portugal.
Having veered off course, is the company finally back on the path to shareholder prosperity?
Coming to terms with the frequently vexing subject of selling.
Accesso Technology, Carter’s, Clarus, Correios De Portugal, Hillenbrand, Onex, Perficient, TreeHouse Foods, Vistry Group, WEX
Other Companies in this Issue:
2U, Albany, American Outdoor Brands, API, Astec, Avantor, Cadre, Cal-Maine Foods, Delek US, GoDaddy, Granite Construction, Heroux-Devtek, Kingsway Financial, Marlowe, Netflix, Range Resources, Whole Earth Brands, Wilmington