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February 28, 2007 |
Featured Investors: Alexander Roepers, Atlantic Investment Management; Alan Fournier, Pennant Capital; Thomas Brown, Second Curve Capital
Featured Investments: Axcan Pharma, Capital One, Goodrich, Joy Global, PHH, R.R. Donnelley, Rheinmetall, TNT N.V., TransDigm, Walter Industries |
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| INVESTOR INSIGHT |
| Alexander J. Roepers |
| Global value hunter describes why he likes companies that "make things," how good ideas fall in his lap, his style of activism and what he thinks the market is missing in Joy Global, Goodrich, Rheinmetall, TNT and R.R. Donnelley. |
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| INVESTOR INSIGHT |
| Alan Fournier |
| Rising hedge-fund star explains how he navigates value and growth cycles, how he balances risk and reward, what John Neff taught him at lunch and why he thinks PHH, TransDigm, Axcan Pharma and Walter Industries are mispriced. |
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| UNCOVERING VALUE |
| Here are some of the less-than-household names that have been attracting smart investors’ attention. |
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| OF SOUND MIND |
| Benjamin Graham first popularized the notion of "margin of safety." Here's how smart investors apply it today. |
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| OTHER COMPANIES IN ISSUE |
| Baidu.com, Ball Corp., BearingPoint, Black & Decker, Dai Nippon Printing, Dana, Delphi, Embarq, Ligand Pharmaceuticals, Nasdaq, New York Times, Sherwin-Williams, Sonoco Products, Symantec, Take-Two Interactive, Wyndham Worldwide, Wynn Resorts |
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| A FRESH LOOK |
| Why Tom Brown's enthusiam for the "best financial services company in America" remains undimmed. |
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| EDITORS' LETTER |
| A clear sign that the complacency settling over investment markets was due for a jolt. |
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