Yen Liow, Aravt Global; C.T. Fitzpatrick, Vulcan Value Partners; Christopher Smith, Artisan Partners; Dev Kantesaria, Valley Forge Capital Management; Andrew Brenton, Turtle Creek Asset Management
Time-tested investors Yen Liow, C.T. Fitzpatrick, Christopher Smith, Dev Kantesaria and Andrew Brenton describe the opportunities and challenges they see in today’s investing environment, how they stay prepared for adversity, and why they believe current holdings Five Below, Curtiss-Wright, Zoetis, Fair Isaac and Jen-Weld deserve particular mention.
Christopher Smith, Artisan Partners
Many investors emphasize hitting for average over hitting for power. Why Christopher Smith argues that emphasis is misguided.
Daniel Roller, Maran Capital Management
“If you’re picking a jockey to bet on, this would seem to be a pretty good choice.”