January 31, 2024

Inside This Issue

Long Run

Todd Morris, Daniel Fields, Polen Capital 

Polen Capital’s Todd Morris and Daniel Fields describe how they’ve translated a successful U.S. strategy overseas, why Europe tends to be fertile ground for the types of companies that interest them, what they took away from a challenging 2022, and why they see unrecognized prospective value today in Siemens Healthineers, Bunzl, Sage Group and Icon.

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All In

Glenn Welling, Engaged Capital

Glenn Welling, Christopher Hetrick, Ken Kempf and Brendan Springstubb of Engaged Capital explain how companies that attract them have typically gone off track, what tends to be most important in driving change, how they’ve improved their own process over the years, and why they think Shake Shack, Black Rifle Coffee and Evolent Health are mispriced.

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On the Money

Chris Davis, Davis Advisors; Hunter Doble, Hotchkis & Wiley; Derek Pilecki, Gator Capital Management

Expert financial-sector investors Chris Davis of Davis Advisors, Hunter Doble of Hotchkis & Wiley and Derek Pilecki of Gator Capital Management describe why they consider the sector fertile investing ground, where “outsiders” may be prone to err, and why they see unrecognized value in Bank of New York Mellon, ING, Citigroup and OneMain Holdings. 

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Uncovering Value: Flooring

The case for "normal" to exceed diminished expectations.
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Editor's Letter

Coaching legend Nick Saban on the subject of leadership.
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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.