March 30, 2024

Inside This Issue

Thinking Like an Owner

Bob Desmond, Adam Chandler, Claremont Funds Management

Bob Desmond and Adam Chandler of Claremont Funds Management describe the entry points they eventually find into high-quality businesses, their no-business-school-awards approach to valuation, why they think being based far from New York is an advantage, and why they see unrecognized value in Dassault Systemes, Zoetis and CME Group.

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Going Through a Phase

Hugh Sergeant, William Lough, George Ensor, River Global Investors

River Global Investors' Hugh Sergeant, William Lough, George Ensor and James Sym explain why they target ideas at different stages in their company lifecycles, how they’ve learned to guard against “falling knives,” how they’ve become selectively more activist, and why they think Danieli, Shaftesbury Capital, Clarkson and Henry Schein are mispriced.

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Getting Down to Business

Scott Miller, Greenhaven Road Capital

Scott Miller of Greenhaven Road Capital describes how he targets companies that appear to be misunderstood by the market, why he has “different types of bets” in his portfolio, how he deals psychologically with highly volatile performance, and why he sees ample prospective upside in off-the-radar companies like Hagerty, Burford Capital and Cellebrite. 

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Uncovering Value: Royalty Pharma

An opportunity to benefit from broad-based innovation without the typical attendant risks?
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Editor's Letter

On avoiding "What was I thinking?" types of mistakes.
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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.