September 30, 2025

Inside This Issue


Protect and Grow

Sebastian Lyon, Troy Asset Management

Sebastian Lyon of Troy Asset Management describes his equity-first approach to managing a multi-asset portfolio, why he focuses more on the durability of a company's growth than its pace, how he thinks about making mistakes, how he's managing his exposure to gold, and what he thinks the market is missing today in Hubbell, Diageo, Chubb and Unilever.

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Taking What’s Given

David Green, Hotchkis & Wiley

Hotchkis & Wiley’s David Green, Doug Campbell, Dan McKenzie and Noah Mayer explain what catches their eye in potential ideas, how they've formalized the assessment of risk in their research process, why they've been able to hold on to their investment in Microsoft, and why they see mispriced value in U-Haul, Workday, Schlumberger, F5 and Ericsson.

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A Fresh Look: Magna

Revisiting the case for a leading player in one of the market's least favorite industry sectors.
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A Fresh Look: Dollar Tree

After a rocky voyage endured by shareholders, has this retailer at last started to right its ship?
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Editor's Letter

Finding investing insight from a capital-cycle look at AI.
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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.