Portfolio Manager Kenneth Lowe from Asian mutual fund specialists, Matthews International Capital Management analyzes companies from several vantage points, including value and past performance. How does hot Chinese media firm Alibaba stack up? We asked him.
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NADEL: RUSSIAN EXPOSURE
Russia is probably the last market in the world investors want to consider right now, but for contrarian investors looking for value it’s like a siren’s call. David Nadel, Director of International Research at small cap fund pioneer Royce & Associates and Portfolio Manager of the Royce International Smaller-Companies Fund is tempted.
MCLENNAN: REDISCOVERED FINANCIAL GIANTS
Next generation “Great Investor” Matthew McLennan, Head of First Eagle investment Management’s Value Team and co-portfolio manager of the First Eagle Global Fund is an avid student of history and financial history. I asked him what has been reading recently that was of particular interest. His recommendations take us back to two of the financial […]
GREENBLATT: VALUABLE BREAK
In 1995, after ten years of running the extremely concentrated hedge fund, Gotham Capital, Great Investor Joel Greenblatt and his co-manager decided to give the money back to outside investors and take it private. In addition to continuing to run the fund, what else did Greenblatt do with his time? As it turns out, plenty! […]
KLEINSCHMIDT – CONTRARIAN VIEWS
The Tocqueville Fund’s Robert Kleinschmidt started nibbling on Apple well over a year ago when the stock was much lower. As a deep value investor Kleinschmidt says he is less enthusiastic about Apple now because it’s not as “dirt cheap” and views it as a “not terribly strong hold.” I asked him about another aspect […]
SYLLA: NEXT PROJECT
Richard Sylla wears many hats. He is the Henry Kaufman professor of the History of Financial Institutions and Markets and a professor of economics, entrepreneurship, and innovation at New York University Stern School of Business where he teaches multiple courses. He is the author of several books, including co-authoring an industry classic, A History of Interest […]
