The Wall Street Transcript

Global Contrarian Fund Turns from Tech to Healthcare and Consumer

Grandeur Peak Global Advisors' Robert Gardiner and Dane Nielson break down their bottom-up investment approach, global small-cap opportunities, and the value-driven strategy behind the Grandeur Peak ...
The Wall Street Transcript

Value Investor Targets Great Businesses Punished by AI Fears

C.T. Fitzpatrick, CIO and CEO of Vulcan Value Partners, explains how AI-driven market hype is creating mispriced opportunities in high-quality, value-stable businesses. He highlights holdings like SAP ...
The Wall Street Transcript

Lennar and KKR: Quality Businesses Trading at Attractive Valuations

Larry Pitkowsky and Artie Kwok of GoodHaven Capital Management discuss portfolio concentration, capitalizing on market volatility, and stock picks like LEN and KKR.
The Wall Street Transcript

Buying on Market Overreactions: SS&C, Equifax and Cigna

In an interview with The Wall Street Transcript, Brandes Investment Partners' Brent Fredberg explains the firm's long-term value strategy, key holdings like SS&C Technologies, Equifax, and Cigna, and ...
The Wall Street Transcript

Abercrombie & Fitch and Twin Disc Offer Growth at Attractive Valuations

Allspring Senior Portfolio Manager Gustaf Little breaks down why small-cap value is offering its most compelling opportunity in years. Read his insights on market volatility, M&A activity, and top ...
The Wall Street Transcript

Dick’s, Intuit and Capital One Offer Value After Pullbacks

John Buckingham shares insights on value investing, navigating market volatility, and identifying underpriced stock ...
The Wall Street Transcript

Beaten Down Valuations Create Buying Opportunities in U.S. Healthcare

Brown Advisory’s Nick Kirrage discusses the firm’s Global and International Value strategies. He outlines how combining behavioral science, modern data, and strict risk management helps identify ...
The Wall Street Transcript

Investing Strategies: Value

Value Investor Targets Great Businesses Punished by AI Fears C.T. Fitzpatrick ...
The Wall Street Transcript

Value Strategy Plays Defense with “Win by Not Losing” Approach

Thomas Hiester, CFA, Portfolio Manager at SKBA Capital Management, discusses active value investing, downside protection, and the firm’s proprietary Relative Dividend Yield (RDY) framework. He ...
The Wall Street Transcript

New Fund Targets the Infrastructure That Enables AI

Robert Thummel joined Tortoise Capital in 2004 and is a Senior Portfolio Manager and member of the Investment Committee. Mr. Thummel brings extensive investment and finance expertise, with frequent ...
The Wall Street Transcript

Fund Seeks Monopoly-Like Assets and Predictable Cash Flows

James J. Murchie is Co-Founder, Co-Portfolio Manager and Chief Executive Officer at Energy Income Partners. Before co-founding EIP in 2003, he established Lawhill Capital and managed their long/short ...
The Wall Street Transcript

Interview with the Chairman and CEO: ReposiTrak Inc. (NYSE:TRAK)

Randy Fields is the Chairman and CEO of Repositrak Inc. Mr. Fields’ entrepreneurial career began when he leveraged his educational experience in the early 1970’s to establish a financial and economic ...