The Art of Value Investing by John & Tilson Heins & Whitney Tilson

Author:John & Tilson Heins & Whitney Tilson [Heins, John & Tilson, Whitney]
Language: eng
Format: epub
ISBN: 9781118233962
Publisher: Wiley

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We don't ascribe to the view you shouldn't meet with management to avoid being “sold.” A personal connection gives us a better understanding of what's going on, allows us to judge management more directly and even can give us some influence—all of which we consider necessary to invest with conviction.

—Randall Abramson, Trapeze Asset Management

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My style is to meet with management each quarter and basically ask the same questions. There can be good reasons for different answers, but I want to see a consistency of answers. Also critical is a passion for the business—a will to win—which you can only judge by sitting across the desk.

—Thomas Brown, Second Curve Capital

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