Ric Dillon, VELA Investment Management
VELA Investment Management's Ric Dillon, Jason Downey, Jenny Hubbard, Bobby Murphy, Kyle Schneider and Bob Sharpe describe why now is a great time to launch a value-focused firm, the neglected sectors they're finding of interest, their favorite Covid-related shorts, and why they see upside in AbbVie, Ashland, Kirby, Washington Trust and DS Smith.
Candace Weir, Amelia Weir, Paradigm Capital Management
Candace and Amelia Weir of Paradigm Capital Management explain the non-negotiable aspect of each of their investments, how they prospect for the “overlooked and underappreciated,” why they haven't done much trading in a volatile year, and why they think Genmark Diagnostics, Omnicell, Brooks Automation and Veeco Instruments offer upside value.
Passing on his life's experience – as well as the reins of his namesake firm – to the next generation.
An option to consider if investors' lack of concern about inflation turns out to be wrong.
A down-to-earth opportunity if the long-term prospects for global air travel remain intact.
AbbVie, Aéroports de Paris, Ashland, Brooks Automation, DS Smith, GenMark Diagnostics, Intercontinental Exchange, Kirby, Omnicell, Veeco Instruments, Washington Trust
Other Companies in this Issue:
Best Buy, Cabot Oil & Gas, Caleres, Clorox, Designer Brands, Hub Group, United Parcel Service, Zoom