Latest Episodes
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Value Investing: The Recovery of Hope
Managing Principal and Co-Chief Investment Officer John Goetz touches on uncertainty — the quick, fearful response to geopolitical shocks and macro concerns — and...
Interview with REV Group Inc. CEO, Rod Rushing
As value investors, we look for good companies with temporary problems, and found one such opportunity in specialty vehicle manufacturer REV Group. Portfolio Manager...
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Highlighted Holding Podcast - Ambev
Beer is big business for Ambev, the dominant producer and distributor of brew in Latin America and Canada. Near-term margin pressures provide a rare...
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Highlighted Holding - Fresenius Medical Care
The impact of COVID-19 on Fresenius Medical Care is inherently transient. At the same time, favorable industry trends are emerging, the benefits of which...
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The Utility of ESG Scores in the Investment Process
ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine the relationship between ESG scores and investment performance, and observe that there is a...
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Highlighted Holding - Michelin
Michelin’s business franchise is, in many ways, second-to-none: technical leadership, brand loyalty, and premium pricing. A comprehensive restructuring plan is aimed at delivering structurally...