March 31, 2025

Inside This Issue


Beyond the S&P 500

Edgar Allen, High Ground Investment Management; Brian Bythrow, Wasatch Global Investors; Alissa Corcoran, Kopernik Global Investors; Graeme Forster, Orbis Investment Management; Rezo Kanovich, Artisan Partners; Charles Lemonides, ValueWorks; Robert Robotti, Robotti & Co.; Lucas White, GMO

Following the crowd has been a good place to be in the stock market for some time. On the chance that one day changes, we spoke with eight highly accomplished, crowd-avoiding investors about where they are finding opportunity today. Among areas of interest: energy, small caps, metals and mining, shorting, non-U.S. stocks and, of course, bargains.

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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.