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March 31, 2020
David Samra, Artisan Partners
David Samra, founding portfolio manager of Artisan Partners' International Value team, describes how he’s setting priorities through the market’s upheaval, how he’s processing new and consistently changing information, and how he’s assessing the long-term investment prospects of such holdings as Compass Group, Novartis, Richemont and Imperial Oil.
Ed Wachenheim, Greenhaven Associates
Ed Wachenheim of Greenhaven Associates explains how he's able to maintain emotional equilibrium in the most trying market environments, how he is (and isn’t) responding to the current market upheaval, and why with a long-enough investment horizon he still sees considerable upside in long-time portfolio holdings Lennar, Whirlpool and Goldman Sachs.
Adam Patinkin, David Capital Partners
Social distancing has been unkind to commercial real estate stocks. Is that overdone here?