Concentrated Investing

Australian-born fund manager and founder of Acquirers Funds; writes on deep-value screening and systematic value investing.

Deep Value examines why the cheapest, most beaten-down companies outperform higher-quality compounders on average, and traces the activist and liquidation history behind that result. The Acquirer's Multiple sets out the enterprise-value-to-operating-earnings screen he runs, and Quantitative Value tests value rules against the data with the discretionary error removed.

everything by and about them