Dan O’Keefe, Artisan Partners
Dan O’Keefe of Artisan Partners describes lessons “learned the hard way” that inform his investment strategy, the seemingly dirt-cheap sector in today's market that doesn’t interest him at all, why he’s a big advocate of a liberal arts education, and why he sees mispriced value in Booking Holdings, NXP Semiconductors, Citigroup and Samsung Electronics.
Mitchell Kovitz, Joel Hirsh, Jonathan Shapiro, Kovitz Investment Group
Kovitz Investment’s Mitchell Kovitz, Jonathan Shapiro, Joel Hirsh, Mark Rosland, Bryan Engler and Jason Petitte explain why they've shifted their shorting strategy, the reappraisal they’ve done of their investable universe, what management trait they increasingly value, and why they think GoDaddy, Covetrus, Gildan and Quanta Services are mispriced.
"If the risks of owning equities are the same, why should I lower my return demands?"
Another way for bargain hunters to play the eventual return to favor of active value investing.
Is now a good time to invest?; Imagining two stages of the growth-investing cycle's end.
Booking Holdings, Citigroup, Covetrus, Crimson Wine Group, Diamond Hill Investment, Gildan, GoDaddy, Natural Gas Services, NXP Semiconductors, Quanta Services, Samsung Electronics
Other Companies in this Issue:
BAE Systems, Charles Schwab, Expedia, FedEx, Imperial Oil, Kohl’s, Marsh & McLennan, Nordstrom, Wells Fargo