Value Investor Targets Great Businesses Punished by AI Fears C.T. Fitzpatrick ...
Larry Pitkowsky and Artie Kwok of GoodHaven Capital Management discuss portfolio concentration, capitalizing on market volatility, and stock picks like LEN and KKR.
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 ...
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 ...
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 ...
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 ...
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 ...
John Buckingham shares insights on value investing, navigating market volatility, and identifying underpriced stock ...
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 ...
Edmond “Ned” R. Coletta is President and Chief Executive Officer of Casella Waste Systems. He joined the company in 2004 and prior to becoming CEO in January 2026, served in various roles including ...
Jeffrey Sprau is Chief Executive Officer of Legence Corp. He became CEO in January 2025 and has served as a director since August 2025, shortly before Legence became a publicly traded company. Mr.
Assaf Onn is Chief Executive Officer of Anaergia Inc. He joined the company in mid-2024. Prior to that he held the position of Chief Operating Officer of Marny Investment since 2008. With over two ...
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