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February 29, 2016

Featured Investors: Danny Bubis, Tetrem Capital Management; Adam Schwartz, Sean Huang, Victor Liang, FM First Hong Kong Fund; Colin McWey, Heartland Advisors; Tim Eriksen, Eriksen Capital

Featured Investments: BAIC Motor, Baoye Group, Chongqing Bank, Corning, Customers Bancorp, FMC Technologies, Magna, Momo, Nielsen Holdings, Union Pacific
INVESTOR INSIGHT
Danny Bubis
Long-time market beater describes down-and-out sectors that still give him pause, why his portfolio has gone upscale, how he's refined his selling, and why he sees upside in Corning, Union Pacific, Magna and Nielsen.
INVESTOR INSIGHT
Adam Schwartz, Sean Huang
Rising stars explain how they translated a storied value approach to China, their guilty-until-proven-innocent research, how they manage volatility, and why they see value in Chongqing Bank, Momo, BAIC Motor and Baoye.
UNCOVERING VALUE
Making the case for one of the nicest houses in an evolving energy-related neighborhood.
UNCOVERING VALUE
There are plenty of inexpensive bank stocks out there, but few with a profile like this one.
EDITORS' LETTER
Warren Buffett on adaptation; The spring in our collective step.
OTHER COMPANIES IN THIS ISSUE
Beijing Jingneng Clear Energy, Best Buy, Brookfield Asset Management, Deere, Intel, Microsoft, Reckitt Benckiser, Schlumberger, Sinovac Biotech, Socam Development, Teva Pharmaceutical, Tong Ren Tang, United Parcel Service
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