The Art of Value Investing
The art of value investing by Heins and Tilson is a book with short quotes/soundbites from value managers. These managers are:
- tweedy brown Will Browne
- T Rowe Price Preston Athey
- Centaur Capital Zeke Ashton
- Roumelll asset management Jim Rommel
- Abingdon Capital, Bryan Jacobski -- last 13F in Q3 2009
- Advisory research Inc, Bruce Zessar
- Al Frank Capital Management, John Buckingham -- became AFAM Capital, joined Kowitz Investment Group
- Akre Capital Management, Chuck Akre
- Alatus Capital, Richard Vogel
- Aquamarine Fund, Guy Spier
- Ariel Investments, John Rogers
- Artisan Partners, Dan O Keefe
- Artisan Partners, David Samra
- Artisan Partners, James Kieffer
- Atlantic Investment Management, Alexander Roepers
- Avenir Corp, Charles Mackall
- Bares Capital, Brian Bares
- Bestinver Asset Management, Francisco Garcia Parames
- Browne Brothers Harriman, Timothy Hartch
- Cambiar Investments, Brian Barish
- Cannell Capital, Carlo Cannell
- Canyon Capital, Mitchell Julis
- Castlerock Management, Ellen Adams
- Causeway Capital, Sarah Ketterer
- D3 Family funds, David Nierenberg
- Davis Advisors, Kenneth Feinberg
- Daruma Capital Management, Marino Gordon
- Defiance Capital, Francois Parenteau -- FP founder now 70, homonymnous co are now VC and web3 and extinct tech etf
- Delafield Fund, Vincent Selecchia
- Delafield Fund, Dennis Delafield -- moved to in 2009 Tocqueville AM
- Deutsche Asset Management, Oliver Kratz
- Diamond Hill Investments, Ric Dillon
- Diamond Hill Investments, Chris Welch
- Eagle Capital, Boykin Curry
- Esplanade Capital, Shawn Krawetz
- Eminence Capital, Ricky Sandler
- Fairfax Financial, Prem Watsa
- Fairholme Capital, Bruce Berkowitz
- Fiduciary Management, Pat English
- Fir Tree Partners, Jeffrey Tannenbaum
- First Eagle Funds, Jean Marie Eveillard
- First Eagle Funds, Matthew McLennan
- First Pacific Advisors, Eric Ende
- First Pacific Advisors, Steven Romick
- First Willshire Securities, Scott Hood
- GAMCO Investors, Mario Gabelli
- Gardner Russo and Gardner, Thomas Russo -- no website just phone?
- General American Investors, Spencer Davidson
- Glenview Capital, Larry Robbins
- Goldentree Asset Management, Steven Tannanbaum
- Giverny Capital, Francois Rochon
- GMO, Jeremy Grantham
- GreenHaven Associates, Ed Wachenheim
- Greenlight Capital, David Einhorn
- Grisanti Brown & Partners, Christopher Grisanti -- last 13F filing Mar 2020
- Harris Associates, David Herro
- Harris Associates, Bill Nygren
- Harris Associates, Clyde McGregor
- Harris Associates, Edward Studzinski
- Heartland advisors, William Nasgovitz
- Highfields Capital, Jon Jacobson
- Horizon Asset Management, Murray Stahl
- Humingbird Value Fund, Paul Sonkin -- only 2015 article
- JANA Partners, Gary Claar
- Institutional Capital LLC, Jerry Senser -- last 13F in 2016
- International Value Advisers, Charles de Vaulx -- in 2021, found dead, apparent suicide
- Invesco, Canon Coleman
- Intrepid Capital, Eric Cinnamond
- Ivory Capital, Curtis Macnguyen
- Khaner Capital, Lloyd Khaner
- kovitz Investment Group, Jonathan Shapiro
- Kynikos Associates, James Chanos
- Lakeview Investment Group, Ari Levy
- Legg Mason Fund, Bill Miller -- aquired by Franklin Templeton
- Legg Mason Fund, Michael Mauboussin
- Marathon Partners, Mario Cibelli
- Mark Asset Management, Morris Mark
- Markel Corp, Thomas Gayner
- Matador Capital Management, Lisa Rapuano
- Maverick Capital, Lee Ainslie
- Metroploitan Capital, Jeffrey Schwarz -- no more 13F since 2015
- Mittleman Brothers LLC, Chris Mittleman -- aquired by AIMIA in 2020
- New South Capital, Steve Morrow
- North Star Partners, Andrew Jones
- O Shaughnessy Asset Management, Jim O Shaughnessy
- Oaktree Capital, Howards Marks
- Olstein capital management, Robert Olstein
- Orbimed Advisors, Sam Italy
- Osterweis Capital Management, John Osterweis
- Osterweis Capital Management, Matthew Berler
- Pabrai Funds, Mohnish Pabrai
- Paradigm Capital, Candice Weir
- Passport Capital, John Burbank
- Pennant Capital, Lee Atzil
- Pennant Capital, Alain Fournier
- Perkins investment management, Tom Perkins
- Polaris Capital, Bernard Horn
- Presidio Fund, Kevin O Boyle
- Pzena Investment Management, Richard Pzena
- Royce & Associates, Whitney George
- RS Investments, Andrew Pilara
- RS Investments, Joe Wolf
- River Road Asset Management, James Shircliff
- Sabre Value Management, Aaron Edelheit
- Sellers Capital, Mark Sellers
- Scharf Investments, Brian Krawez
- Scout Capital, James Crichton
- Scout Capital, Adam Weiss
- Sheffield Asset Management, Brian feltzin
- Soapstone capital, Jed Nussdorf
- Societe Generale, James Montier
- Solas Capital, Tucker Golden
- Southeastern Asset Management, Staley Cates
- Southeastern Asset Management, Mason Hawkins
- Starboard Value, Jeffrey Smith
- Starboard Value, Peter Feld
- Sterling Capital Management, Timothy Beyer
- TAMRO Capital, Philip Tasho
- Tetrem Capital, Daniel Bubris
- The Baupost Group, Seth Klarman
- The London Company, Stephen Goddard
- Thornburg Investment Management, William Fries
- The Vice Fund, Charles Norton
- Third Avenue Management, Jason Wolf
- Third Avenue Management, Michael Winer
- Third Avenue Management, Amir Wadhwaney
- Thunderstorm Capital, John Dorfman
- Tiger Management, Julian Robertson
- Tocqueville Asset Management, Robert Kleinshmidt
- Trapeze Asset Management, Randall Abramson
- ValueAct Capital, Jeffrey Ubben
- VN Capital, James Vanasek
- Vulcan Value Partners, CT Fitzpatrick
- Wasatch Advisors, Ralph shive
- Wellcap Partners, Alan Schram
- Weitz Funds, Wally Weitz
- Williamson McAree Investment Partners, Robert Williamson
- Williamson McAree Investment Partners, Edward McAree
- Wintergreen Fund, David Winters
- Robotti & co, Robert Robotti
- Yacktman Asset Management, Stephen Yaktman