Archives: Episode

Interview with REV Group Inc. CEO, Rod Rushing

As value investors, we look for good companies with temporary...

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Highlighted Holding – Ambev

Printable Version Recording Date: January 25, 2022 Beer is big...

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Highlighted Holding Podcast – Ambev

Beer is big business for Ambev, the dominant producer and...

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Highlighted Holding – Fresenius Medical Care

Printable Version Recording Date: November 11, 2021 The impact of...

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Highlighted Holding – Fresenius Medical Care

The impact of COVID-19 on Fresenius Medical Care is inherently...

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The Utility of ESG Scores in the Investment Process

Recording Date: May 14, 2021 ESG analyst Rachel Segal and...

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The Utility of ESG Scores in the Investment Process

ESG analyst Rachel Segal and Portfolio Manager Rakesh Bordia examine...

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Highlighted Holding – Michelin

Recording Date: April 29, 2021 Michelin’s business franchise is, in...

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