The Value Investing Congress brings you a complete video presentation of one of our featured speakers — Joel Greenblatt’s Formula Investing with a Value Mindset, from the 5th Annual New York Value Investing Congress! To view the video, visit...
Alexander Roepers, Portfolio Manager, Atlantic Investment Management
Atlantic’s Approach to Value Investing
Roepers who runs a concentrated portfolio, laid out the rules of the road for concentrated investors:
Define your universe
Transparent...
Jason Stock and William Waller, M3 Funds
Banks & Thrifts: Opportunities in a Troubled Sector
M3 was founded in 2007, and invests (long and short) in small and mid cap names in the US bank and thrift sector. There are 1300 publicly traded banks, and 93%...
Candace King Weir and Amanda F. Weir, Paradigm Capital Management
Bottom-up Stock Picking Back in Fashion?
Candace King Weir and Amanda Weir presented the case for bottom-up stock picking, especially in the small cap universe, believing that in this...
5th Annual New York Value Investing Congress Day 1: Part 3
Julian Robertson, Founder, Tiger Management
Question and Answer Session
Investing legend Julian Robertson took questions for a half hour; an extremely pleasant surprise for this Congress. ...