What's in the Latest Issue?
Maintaining Focus
Bernard Horn, Jason Crawshaw, Samuel Horn, Kenneth Kim, Meredith Winsor, Bin Xiao and Kevin Xu, of Polaris Capital Management describe how they’re processing tariff-related turmoil, how they surface potentially mispriced ideas, and what they think the market is missing today in Loomis, Barry Callebaut, Endesa, Tecnoglass and LATAM Airlines.
Divergent Paths
Greystone Capital’s Adam Wilk explains what he’s learned from multiple market downdrafts during his tenure as a portfolio manager, how he sources off-the-radar small and micro-cap ideas, a common reason he finds stocks mispriced, and why he sees unrecognized value in Leon’s Furniture, Natural Resource Partners, Kits Eyecare, Sylogist and Limbach.
Strategy: Canada
On the investing implications of the increasingly fraught U.S./Canada relationship.
Uncovering Value: Norconsult
Translating culture into competitive and shareholder upside.
Editor's Letter
Fostering next-level thinking when it seems in short supply.
Investment Highlights
Great-West Lifeco, Norconsult, Suncor Energy, Barry Callebaut, Endesa, Kits Eyecare, LATAM Airlines, Leon’s Furniture, Limbach Holdings, Loomis, Natural Resource Partners, Sylogist, Tecnoglass
Other Companies in this Issue:
Sweco, Antofagasta, Bel Fuse, Inc., Innovative Food, Methanex, Microsoft, NN, Open Text, Smurfit Westrock, Vipshop Holdings, Yara International