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May 31, 2009 |
Featured Investors: David Samra and Dan O'Keefe, Artisan Partners; Wil Harkey and Dan Mack, Nantahala Capital; Julian Robertson, Tiger Management
Featured Investments: Accenture, Bank of New York Mellon, Haverty Furniture, Meta Financial, Sankyo, Unilever, Walter Investment, Wyeth |
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| INVESTOR INSIGHT |
| Dan O'Keefe, David Samra |
| Global value hunters describe why counting on growth makes them nervous, why they've avoided emerging markets, how they "cover" the world, and why they think the market is mispricing Bank of New York, Unilever, Sankyo and Accenture. |
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| INVESTOR INSIGHT |
| Wil Harkey, Dan Mack |
| Market-trouncing investors explain how they avoid exposure to unpredictable events, why catalysts are so important, and why they see inefficient pricing in Haverty, Meta Financial, Stanley Works, Walter Investment and Delta Petroleum. |
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| STRATEGY: Julian Robertson |
| Having warned two and a half years ago of coming financial calamity, has the legendary hedge fund manager's mood improved? |
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| EDITORS' LETTER |
| Pondering the second-order effects of unprecedented monetary and fiscal stimulus. |
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| UNCOVERING VALUE |
| It appears merger arbitrage remains very much in the investing arsenal of superstar investors. |
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| OTHER COMPANIES IN THIS ISSUE |
| Bureau Veritas, Delta Petroleum, Google, Hindustan Zinc, IGM Financial, Intertek Group, Julius Baer, Nokia, Occidental Petroleum, Publicis, Royal Dutch Shell, Ryanair, Societe Television Francaise, Stanley Works, Talisman Energy, Total, TriStar Oil & Gas, Ultra Petroleum, Wal-Mart, Williams-Sonoma |
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