June 28, 2024

Inside This Issue

Recovery Mode

Sarah Ketterer, Ellen Lee, Causeway Capital Management

Sarah Ketterer and Ellen Lee of Causeway Capital describe why cyclical stocks play well to their approach, the upside they find in nuts-and-bolts operating restructurings, the extent to which AI has become an important element in their investment cases, and why they see mispriced value today in Samsung Electronics, Reckitt Benckiser, Kering and Alstom.

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Winning by Not Losing

Jonathan Bloom, Fiduciary Management

Fiduciary Management’s Jonathan Bloom explains why he favors all-weather business models, the opportunity that arises in simplification stories, how he competes against an S&P 500 index that has become a “concentrated growth fund,” and why he sees upside today in B&M European Retail, Genpact, Gates Industrial, Fortune Brands and Sodexo.

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A Fresh Look: DigitalBridge

Given its AI connection you might imagine the company's stock would be flying high. Why isn't it?
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A Fresh Look: Vesta

Investment cases like the one for this real-estate developer are always works in process as events unfold.
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Editor's Letter

Are competitive moats not judged as critically as they should be?
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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.