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February 23, 2009 |
Featured Investors: Tim Hartch, Michael Keller, Brown Brothers Harriman & Co.; MacKenzie Davis, Kenneth Settles, RS Investments; Seth Klarman, Baupost Group
Featured Investments: Aflac, Agnico-Eagle Mines, Chubb, Denbury Resources, Dentsply, eBay, Intuit, Praxair, XTO Energy |
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| INVESTOR INSIGHT |
| Tim Hartch and Michael Keller |
| One-time deal makers describe how they define a high-quality business, why their investable universe is small, the healthcare sector they find attractive, and what the market is missing in eBay, Chubb, Aflac, Intuit and Dentsply. |
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| INVESTOR INSIGHT |
| MacKenzie Davis and Kenneth Settles |
| Natural resources experts explain why their stocks' secular outlook is improving, how they avoid commodity-price bets, why typical valuation multiples are suspect, and why they see upside in XTO, Denbury, Praxair and Agnico-Eagle. |
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| UNCOVERING VALUE |
| Where are the highly accomplished investment progeny of hedge-fund legend Julian Robertson finding value in today's market? |
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| EDITORS' LETTER |
| Why history is only useful if you pay attention to enough of it; Signs of the times from star investors. |
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| Strategy: Seth Klarman |
| One of today's preeminent investors offers insight into how he’s navigating the current market turmoil. |
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| OTHER COMPANIES IN THIS ISSUE |
| America Movil, American Tower, Automatic Data Processing, Covanta, FactSet Research Systems, Google, Martin Marietta Materials, MasterCard, Nestle, PepsiCo, Philip Morris International, Priceline.com, ProShares UltraShort Treasury, Qualcomm, SPDR Gold Trust, Transdigm, Visa, Waste Management |
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