What's in the Latest Issue?
Attention to Detail
Causeway Capital’s Harry Hartford describes why he believes today's investing environment plays to his firm’s strengths, the situations, sectors and geographies where he sees more prevalent mispricing, how he’s assessing the current opportunity set in China, and what he thinks the market is missing in Prudential PLC, UniCredit, Rolls-Royce and Berry Global.
Scott Barbee and Justin Harrison of Aegis Financial explain how they zero in on ideas that deserve attention, why they’re so heavily weighted toward commodity-related stocks, how they deal with emotions when markets are challenging, and why they see unrecognized value today in Amerigo Resources, Hallador Energy, MEG Energy, Interfor and Algoma Steel.
Distinguishing between opportunity and risk in a "super confusing" investing environment.
A Fresh Look: Hochtief
Judging whether value creation here will be delayed or denied.
Offering a timely reminder about a prevalent investor bias.
Bridgewater Bancshares, Genworth Financial, Algoma Steel, Amerigo Resources, Berry Global, Hallador Energy, Interfor, MEG Energy, Prudential PLC, Rolls-Royce, UniCredit
Other Companies in this Issue:
Boston Properties, Enact Holdings, Victory Capital, Vornado, Aena, Air Canada, Air Liquide, BASF, Basset Furniture, Booking, Credit Suisse, Inditex, Minera Alamos, Novartis, Orezone Gold, Reckitt Benckiser, Ryanair