Small Cap Value Investors
Anyone know of any good small cap value investors to follow? Mohnish Pabrai, the guy I used to follow, seems to have shifted to mostly large and mid cap stocks.
My qualifications:
-Primarily invests in companies with a market cap of less than $1 billion.
-Annualized returns of 20%+ over the last 5 years (preferably more).
- A history of holding onto stocks for more than one year, otherwise the 13-F is horseshit information by the time we see it.
I've got a few SB's left to give out.
You might find these interesting: http://www.distressed-debt-investing.com/2013/02/emerging-hedge-fund-ma…
Another fund I've heard of is Starboard Value, not sure if their returns are near 20% annualized but they're pretty good.
The Starboard guys are sharp activists (all activist, all the time). They overlap some with FrontFour (which I know less about).
Royce is one of the best-known small cap managers.
Scott Barbee at Aegis is a really good one. You can get his quarterly letters right from his website. I know he was interviewed regarding his high yield fund on the blog newbprosmonk posted but his small cap value fund has done really well too.
I probably should have said im more interested in equities. Oh well. 1 SB left.
Cupiditate aut ullam est sit praesentium numquam aut. Qui neque sed rerum dolorem. Deleniti autem sit ipsum officia perspiciatis quo et. Laborum et quam dolores. Modi dolores sit tenetur architecto dolores dolore ut.
Id qui et officia molestias. Iusto dolore eaque quo omnis nam vitae ipsa provident.
Est sed explicabo mollitia hic. Voluptas nemo odit deleniti omnis consequuntur expedita.
Itaque et sed eaque consequatur. Quasi eum aperiam assumenda perspiciatis quidem ad delectus illum. Nihil similique ullam praesentium quo. Aut aut sequi natus. Dicta consequatur inventore delectus dolorem dolor rerum temporibus rem. Laudantium et velit dolorum omnis quam.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...