The BlackRock Global Allocation Fund manager discusses companies that generate high free cash flow, what indicators in the latest employment report mean for investors and determining where the economy is going.

The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner.

The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently.

The founder and portfolio manager of JDP Capital invests in companies that not only survive, but thrive.

The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement.

The leader of Sidoxia Capital Management says his firm's investment model focuses on contrarian indicators to find those opportunities that might not be obvious to others.

The CIO of Rewey Asset Management explains his three-pillar investment approach, discusses market trends and shares what he has learned from his guru mentors.

Bill Smead of Smead Capital Management discusses the strength of the energy sector, the rise of millennial consumers and the impact they will have on homebuilders, financial companies and retailers.

Dave Sather of Sather Financial Group shares his thoughts on the current market environment, advice for individual investors and some of his favorite stocks.

John Dorfman is chairman of Dorfman Value Investments LLC in Boston, Massachusetts, an investment management firm he founded in 1999. The firm manages accounts for a few dozen individuals and families, a New York financial institution, a Virginia corporation and an Ireland family office. Dorfman was a senior special writer at The Wall Street Journa…

Steven Kiel is the founder and chief investment officer for Arquitos Capital Management. He is also the portfolio manager of Arquitos Capital, a value-oriented private investment fund. Arquitos Capital takes a long term approach with our portfolio and our investor relationships. Our time horizon is decades. We look for alignment of interests: with …

Adam D. Abbas, Portfolio Manager and Co-Head of Fixed Income Adam Abbas has been a co-manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at KVK Credit Opportunity Fund LP. Prior to that, he…

James Roumell, founder of Roumell Asset Management James Roumell entered the securities industry in 1986. Before founding Roumell Asset Management in 1998, he was a Registered Principal at Raymond James Financial Services, Inc. Roumell is a frequent contributor to Manual of Ideas Global and has been featured in such publications as Barron's, Kiplin…

Tom Macpherson, Chief Investment Officer and Managing Director of Nintai Investments LLC. Nintai is a boutique investment house with roughly $39M under management in individually managed accounts. The company focuses on small to mid-cap stocks with high returns (generally greater than 15% over the past decade) on capital, equity, and assets. Other …

Gallander is the co-editor of the Contra the Heard Investment Letter, which has amongst the highest returns in the world at 18.1 percent annualized over the past 20 years. He is the author of three best-selling books, two in the stock market sector and The Canadian Small Business Survival Guide, which was first published in 1988 and is still in the…

Dr. Ashok Patel, CEO and Chief Investment Officer of Pavaki Capital Ashok is a board-certified allergist. He underwent his fellowship training in allergy immunology at the prestigious National Jewish Health. A patient's mother once called him an "angel" and his YouTube channel is full of numerous patient testimonials. However, Ashok wants to improv…

Chip Rewey, Chief Investment Officer of Rewey Asset Management. Chip Rewey has over 30 years of value investing experience with leading buy-side financial institutions including Third Avenue Management, Cramer Rosenthal McGlynn and Sloate Weisman Murray and Co. Chip Rewey worked alongside value gurus Marty Whitman, Jerry Cramer and Laura Sloate. At…

David E. Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer of Evermore Global Advisors, LLC. He co-founded the firm in 2009. David is portfolio manager of the Evermore Global Value Fund and our separate account portfolios. Beginning his career in 1988 at Mutual Series Fund, where he was mentored by renowned value investor M…

Wesley Gray, founder of Alpha Architect After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel Univ…

James Fletcher, Founder of Ethos Investment Management James Fletcher is the Founder of Ethos Investment Management, a focused EM Equities fund which is launching in January 2022 with over $100M in committed capital from some renowned anchor clients. Previously he was Director and Senior Portfolio Manager of the EM small and mid-cap equity strategy…

Keith D. Smith, CFA and Portfolio Manager Smith brings over 20 years of valuation experience to the Bonhoeffer Fund. In addition to managing the fund’s portfolio, he serves as a director for Enterprise Diversified, Inc., and as an advisor to Willow Oak Asset Management, the fund's general partner. He is a CFA charterholder and received his MBA from…

Dan Miller is Executive Vice President of Gabelli Funds, lead portfolio manager of the Gabelli Pet Parents Fund, the Gabelli Focused Growth and Income Fund, and a member of the investment team for the closed-end and separate accounts businesses. He joined Gabelli after graduating magna Cum Laude from the University of Miami. He also serves as Board…

Vitaliy Katsenelson, CFA is CEO of IMA - a value investing firm in Denver. How can you safely invest in a market this speculative? Check out his free series on The 6 Commandments of Value Investing. To read more articles, go to ContrarianEdge.com or listen to them at Investor.fm. Check out Vitaliy's Uber analysis here: https://contrarianedge.com/ou…

David Dietze is the founder, President and Chief Investment Strategist at Point View Wealth Management, Inc. Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank, managing over $7 billion, primarily in separately managed accounts. Point View provid…

Brian Yacktman, President and Chief Investment Officer of YCG, LLC Yacktman is the President and Chief Investment Officer of YCG, LLC which he founded in 2007 in Austin, TX. YCG is an active management firm that has seen assets grow from $1 million to nearly $1.3 billion as of September 30, 2021, while achieving market beating performance since its…

Azvalor Asset Management Azvalor AM is an independent employee-owned investment management firm with offices in Madrid and London. Founding partners Alvaro Guzman and Fernando Bernad delivered top decile long-term returns at their previous firm Bestinver, prior to founding Azvalor in 2015. Their long-term valuation oriented investment portfolio is …

Richard Simmons, Portfolio Manager of Derby Street Richard Simmons, Portfolio Manager, started Derby Street in 2013. He has over 22 years of investment experience. In 2001, he was authorized by the FCA via Credo Capital, a multi-billion wealth manager in London, to become a professional money manager, and prior to that Richard was investing on his …

Patrick Brennan, founder and portfolio manager of Brennan Asset Management, LLC Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC (BAM), a Registered Investment Advisory firm based in Napa, CA, which utilizes a concentrated value investing strategy. BAM manages separate accounts and is the sub-adviser for the Oce…

Ben Claremon, Co-Portfolio Manger for the Classic Value | Small Cap Plus strategy. Ben Claremon joined Cove Street in 2011 as a research analyst. He also serves as a Co-Portfolio Manager for our Classic Value | Small Cap Plus strategy. Previously he worked as an equity analyst on both the long and the short side for hedge funds Blue Ram Capital and…

Jeff Auxier, President of Auxier Asset Management LLC and Founder of the Auxier Focus Fund J. Jeffrey Auxier is President of Auxier Asset Management LLC and Founder of the Auxier Focus Fund. Prior to forming Auxier Asset Management in 1998, Mr. Auxier spent 16 years at Smith Barney - formerly Foster Marshall American Express, then Shearson - where …

Jonathan Boyar is President of Boyar Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of the Investment Manager, which has been managing money utilizing a value-oriented st…

Shreekkanth "Shree" Viswanathan is the founder of SVN Capital. After growing up in Chennai (then called Madras), in South India, Shree came to the U.S. to pursue graduate studies in 1989. After graduating from The University of Chicago with an MBA, Shree spent time in the corporate finance world as an investment banker with Alex. Brown, a member of…

Caesar Bryan, manager of GAMCO International Growth Fund and Gabelli Gold Fund. He is also a member of the global investment team which is responsible for the GAMCO Global Growth Fund and the GAMCO Global Opportunity Fund. In addition, he is on the management team of the GAMCO Global Gold and Natural Resources & Income Trust and GAMCO Natural Resou…

Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. He also teaches the Value Investing Seminar at the F.W. Olin Graduate School of Business. P…

Win Murray, vice president of the Oakmark Funds, co-manager of the Oakmark Select Fund and director of U.S. equity research at Harris Associates Win Murray has been a co-manager of the Oakmark Select Fund since 2013. He also serves as the director of U.S. equity research at Harris Associates and is a vice president of the Oakmark Funds. He joined H…

Bill Smead, founder of Smead Capital Management. "At Smead Capital Management, we are stock market investors. Our clients are individual investors, advisors, family offices and institutional investors who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failur…

Tom Russo, Partner at Gardner Russo & Gardner LLC. Tom Russo joined Gardner Russo & Gardner LLC as a partner in 1989. He is a graduate of Dartmouth College (BA, 1977) and Stanford Business and Law Schools (MBA/JD, 1984) and oversees $3 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along wi…

Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. He also teaches the Value Investing Seminar at the F.W. Olin Graduate School of Business. P…

Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While he considers himself an active "value" investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional …

Matthew McLennan, head of the Global Value team and portfolio manager of the Global Value, International Value, U.S. Value and Gold Strategies He joined First Eagle in September 2008 to lead the Global Value team. Previously, Matt worked for Goldman Sachs Asset Management (GSAM) in London, where he served as co-portfolio manager of Global Equity Pa…

Dave Sather, founder of Sather Financial Group. Founded in 1999, Sather Financial Group recently celebrated its 20-year anniversary. Last year the team added $250 million in assets bringing them to the current total of approximately $850 million. In addition to his work with Sather Financial, Sather is a Director of Business at Bank Of Texas. He de…

Lauren C. Templeton is the founder and president of Templeton & Phillips Capital Management, LLC; a value investing boutique located in Chattanooga, Tennessee. Ms. Templeton currently serves on the Board of Directors at Fairfax Financial Holdings, the Board of Directors at Fairfax India Holdings Corporation, and the Board of Directors of Canadian S…

Jeffrey Stacey is the founder of Stacey Muirhead Capital Management Ltd. and he has over 35 years of investment industry experience. Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst. Jeff has been involved in many charitable and board activities throughout his career…

Brian Yacktman, President and Chief Investment Officer of YCG, LLC Yacktman is the President and Chief Investment Officer of YCG, LLC which he founded in 2007 in Austin, TX. YCG is an active management firm that has seen assets grow from $1 million to nearly $1 billion as of September 30, 2020, while achieving market beating performance since its i…

Bill Nygren, Vice President of the Oakmark Funds, manager of the Oakmark Select Fund. Chief Investment Officer for U.S. Equities at Harris Associates. Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities …

Arnold Van Den Berg, CEO and Co-Chief Investment Officer of Century Management Financial Advisors Arnold Van Den Berg began his investing career in 1968 and founded Century Management Financial Advisors in 1974. Today, he serves as the company's CEO and Co-Chief Investment Officer where he works side-by-side with son, Scott Van Den Berg (President …

Tom Russo, Managing Member of Gardner Russo & Quinn LLC and Semper Vic Partners GP, LP Thomas A. Russo joined Gardner Investments as a partner in 1989. In 2014, Mr. Russo became the Managing Member of the firm. Mr. Russo serves as Managing Member of Gardner Russo & Quinn LLC and of Semper Vic Partners GP, LP, which oversees two "global value," long…

Jonathan Boyar is President of Boyar Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of the Investment Manager, which has been managing money utilizing a value-oriented st…