Sentences with phrase «special value situations»

Furthermore, he states that if you look for special value situations which occur in many spin - off's you can earn much higher rate of return.

Not exact matches

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

He has also been an adjunct professor at Columbia Business School since 1996, where he teaches classes on value and special situation investing.

With a deep track record identifying, analyzing, valuing, sourcing, structuring, negotiating, and documenting opportunities in special situations, the CSI team provides innovative solutions in this unique, private asset class.

He is also an adjunct professor at Columbia Business School where he teaches value and special situation investing.

Steven Wood, CFA, founded GreenWood Investors in late 2010 based on core beliefs that great retruns are generated through a concentrated global portfolio of special situations and deep value opportunities, and can not be generated by being overly concerned with month - to - month returns.

Prior to founding GreenWood Investors, Steven worked with notable investors at Carr Securities, Kelogg Capital Group and Aslan Capital in distressed, deep value and special situations strategies.

(I'm overwhelming a value / special situation investor with my direct stock picks, but I do dabble in growth and I have seen this happen first hand.

Unlike most of our typical investment reports which focus on free cash flow utilization, net asset value investing, mean reversion of margins or special situations, this report will look at the investment merits of a company that generates little free cash flow at the moment and is somewhat of a growth investment if company management is successful in achieving its objectives.

He also has a diversity of style seeking high quality franchises, deep value and special situation investments but all only when priced to give a margin of safety.

Preston and Stig's interview with Tobias Carlisle about Value Investing and Special Situations

Richard: Great insight as always, and last time we talked about the commercial real estate bubble and we thought today we'd do a special focus on the millennial generation and how financial repression through repressed interest rates and quantitative easing has resulted in asset bubbles that ultimately have affected the millennial generation in terms of their values, how they look at the economy and life and the way they're conducting themselves in the economy: what they're facing in terms of the housing market and the job situation.

Last time we talked about the commercial real estate bubble and we thought today we'd do a special focus on the millennial generation and how financial repression through repressed interest rates and quantitative easing has resulted in asset bubbles that ultimately have affected the millennial generation in terms of their values, how they look at the economy and life and the way they're conducting themselves in the economy: what they're facing in terms of the housing market and the job situation.

In between value and speculative investing are «special situations.»

For Rawls departures from equality require special justification, but the disvalue of such departures is not intrinsic, but derivative of the value of moral equality represented by the choice situation behind the veil of ignorance.

Another issues is that Short portfolio would have to have much higher turnover than the long one, special situations portfolio much higher turnover than value portfolio..

Hi, I think old Buffett and Munger made money as you said, but they made so great that that they get bigger to make that decisions.Buffett some time 2000s that if you give me less money I will get 50 percent compounding.But I think long term investment is with High Roe companies, but beginners must make their money by special situation and deep value ones.

This is one of the reasons I love bargains and deep value special situations in addition to the compounders.

Despite its title, this is serious book by one of the best value investors on how to invest in special situations.

Spencer Capital is a value - oriented investment management firm with a successful long - term track record investing in undervalued securities and special situations.

Now, both are quite different... one I would categorize as a company that will likely grow intrinsic value over time, the other is a special situation.

If you aren't already familiar with my blog, Fat Pitch Financials, it is a value investing blog with a focus on wide moat companies selling at substantial discounts and special situations.

In the 12 chapters not dealt with in this blog post, you're introduced to a couple of different valuation methods; an exposition of the situations that create opportunities for the value investor; how to invest in «special situations»; advise on how to manage your portfolio; and a portrait of Wall Street that will pinpoint why its interests are not in alignment with yours.

Tim is a value investor, but likes to work in special situations as well.

Sponsored Post London Value Investor Conference 2013 David Harding Winton Capital Howard Marks Oaktree Capital Michael Price MFP Investors Anthony Bolton Fidelity China Special Situations Fund # 50...

John Mihaljevic presents 9 distinct types of value investment ideas, and how to screen for them: 1) deep value, 2) sum - of - the - parts value, 3) Joel Greenblatt's Magic Formula, 4) jockey stocks, 5) follow the leaders, 6) small stocks, big returns, 7) special situations, 8) equity stubs, and 9) international value investments.

absolute return, alternative assets, closed - end funds, currency allocation, distressed assets, emerging markets, frontier markets, FX rates, home bias investing, NAV discount, portfolio allocation, quantitative easing, real assets, special situations, value investing

That will push value investors into special situations that don't screen easily or at all.

Which seem to be increasingly bifurcated between special situation stocks where I continue to engage with / push management to enhance and realise shareholder value, and growth stocks (at the right price) where I can sit back & watch smart management compound shareholder value over time.

Actually, I'd specifically characterise my Irish investments as special situation stocks (as evidenced by two value - realisation events last year in my portfolio... and hopefully I'll see another this year).

Most of all, I incessantly interrogate the diversity & robustness of my portfolio, and cling to the comfort its deep value & special situation stocks offer — I demand they help me sleep soundly each night...

But when I'm bullish, I personally tend to gravitate towards deep value & special situation stocks.

I'd classify eight of these holdings into three (overlapping) categories: Deep value, special situations & (mostly) uncorrelated stocks (vs. the economy, or even the market).

Kerrisdale Capital is a private investment manager that focuses on value and special situations investments.

absolute return, Austria, dividend yield, financial crisis, financial derivatives, German bunds, German property, Germany, home ownership, income / dividend bubble, intrinsic value, land grab, Leverage, Margin of Safety, Mr. Market, NAV discount, Net LTV, Price / Book, REIT / MLP sector, relative value, rental yield, residential property, safe - havens, special situations

Activist campaigns have all three legs of the special - situations stool: a clear deadline for the battle, a clear idea of the value of the company with / without their changes in place (if the activist has done his job), and the odds of success (now possible with Rotary Gallop's tools).

Of course, that sets it up for a good 2015 were investors to have a change of heart, but I want to look for something a little bit less mainstream, so I've sold off 1/4 of my position so that I can diversity my portfolio and delve a bit more into special situations (well, at least smaller cap companies with some kind of catalyst for value enhancement)

% of AUM, activist investors, alternative assets, AREO, ARGO, Argo Group, Argo Real Estate Opportunities Fund, Colony Financial, distressed assets, emerging markets, European sovereign debt crisis, Fortress Investment Group, intrinsic value, Investor Relations, Kyriakos Rialas, Livermore Investments, Mello Central, Price / Cash, Rialas brothers, share buyback, special situations, sub-advisory, The Argo Fund, Universe Group

However, my reasoning probably isn't so different — the more bullish I get, the more rapidly I expect deep value stocks to be revalued in the market (or be acquired), and / or special situation catalysts to deliver substantial value & upside.

Lessons on value investing, special situations, and other financial topics to further your education.

We focus on deep value and special situations.

Two of the world's best - known value investors — Warren Buffett, and Joel Greenblatt — recorded their highest returns in special situations.

Do you do special situations or deep value or quality at a fair price and so on?

I accepted his offer and wrote thirteen columns for him on topics such as a (hypothetical) leveraged buyout of Bajaj Auto, the rigged market in PSU stocks, special situations investing and why value investors should stay away from IPOs.

Currently, the fund is 90 % invested long, with most of those investments in special situations opportunities such as liquidations and companies selling for less than cash value.

Value Investor's Club — Contains stock pitches from value investors that tend to have a special situations aValue Investor's Club — Contains stock pitches from value investors that tend to have a special situations avalue investors that tend to have a special situations angle.

There are always some micro cap stocks, special situations, and distressed or «deep value» situations out there that are probably going to offer better returns.

Galaxy advises several funds, including Galaxy China Deep Value Fund and Galaxy China Special Situations Fund SPC.. They subscribed for shares in Inno - Tech on 13 - Jan - 2010, and on the same day Galaxy Capital Ltd (now known as Odysseus Capital Asia Ltd), also then owned by Joe Chan, was awarded a consultancy contract whereby it would receive 10.74 % of Inno - Tech if it introduced an acquisition of at least HK$ 500m, as detailed here.

Often this will mean the fund is invested in special situations like liquidations, turnarounds and activist and private equity targets, but I'm not limiting the fund to that universe; I'm prepared to invest anywhere I can find overwhelming value at a good price.

Posted in About, Greenbackd, Liquidation Value, Stocks, Value Investment, tagged Liquidating Value, Price - to - book Value, Special situations on December 2, 2009 4 Comments»