April 30, 2025

Inside This Issue


Maintaining Focus

Bernard Horn, Polaris Capital Management

Bernard Horn, Jason Crawshaw, Samuel Horn, Kenneth Kim, Meredith Winsor, Bin Xiao and Kevin Xu, of Polaris Capital Management describe how they’re processing tariff-related turmoil, how they surface potentially mispriced ideas, and what they think the market is missing today in Loomis, Barry Callebaut, Endesa, Tecnoglass and LATAM Airlines.

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Divergent Paths

Adam Wilk, Greystone Capital Management

Greystone Capital’s Adam Wilk explains what he’s learned from multiple market downdrafts during his tenure as a portfolio manager, how he sources off-the-radar small and micro-cap ideas, a common reason he finds stocks mispriced, and why he sees unrecognized value in Leon’s Furniture, Natural Resource Partners, Kits Eyecare, Sylogist and Limbach.

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Strategy: Canada

On the investing implications of the increasingly fraught U.S./Canada relationship.
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Uncovering Value: Norconsult

Translating culture into competitive and shareholder upside.
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Editor's Letter

Fostering next-level thinking when it seems in short supply.
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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.