Index

A

Abingdon Capital

Abramson, Randall

Ackman, William

Activism

situations ripe for

strategy, as a

Adams, Ellen

Advisory Research, Inc.

Against the Gods

Ainslie, Lee

Akre, Chuck

Akre Capital Management

Al Frank Asset Management

Alatus Capital

Alpert, Robert

Alsin, Arne

Alsin Capital Management

Amarillo Slim

Analysis, Investment

cash flow, primacy of

general

modeling, financial

risk vs. reward

valuation

Aquamarine Fund

Ariel Investments

Ariely, Dan

Artisan Partners

Ashton, Zeke

Athey, Preston

Atlantic Investment Management

Atlas Capital

Atzil, Lee

Avenir Corp.

B

Bares, Brian

Bares Capital

Barish, Brian

Bass, Kyle

Baupost Group

Behavioral Finance

competitive spirit, of top investors

general

independent thinking

learning, importance of

humility, importance of

Berkowitz, Bruce

Berkshire Hathaway

Berler, Matthew

Bestinver Asset Management

Berstein, Peter

Beyer, Timothy

Bingaman, Chris

Bronchick, Jeffrey

Brown Brothers Harriman

Brown, Thomas

Browne, Christopher

Browne, Will

Bubis, Daniel

Buckingham, John

Buffett, Warren

Bulldog Investors

Burbank, John

Buying Discipline

Byrne, Susan

C

Cabot Research

Cambiar Investors

Cannell, Carlo

Cannell Capital

Canyon Capital

Capitalization, Market. See Circle of Competence

Cardinal Capital

Cash, use of. See Risk Management

Cash Flow. See Analysis

CastleRock Management

Cates, Staley

Catalysts. See Research

Causeway Capital

Centaur Capital

Chanos, James

Cibelli, Mario

Cinnamond, Eric

Circle of Competence

general

geographical preference

industry preference

market capitalization

Claar, Gary

Clarke, James

Clarke Bennitt LLC

Cobalt Capital

Coleman, Canon

Collins, Jim

Cooperman, Leon

Cooperman, Wayne

Concentration, Portfolio. See Portfolio Management

Cove Street Capital

Crichton, James

Crist, Steven

Curry, Boykin

Cyclicality, investing ramifications

D

Daily Racing Form

Daruma Capital Management

Davidson, Spencer

Davis, Christopher

Davis Advisors

Defiance Capital

de Lardemelle, Charles

de Vaulx, Charles

Delafield, Dennis

Delafield Fund

Denver, Cara

Deutsche Asset Management

Deshpande, Abhay

Diamond Hill Investments

Diedrich, Joerg

Dillon, Ric

Diversification, Portfolio. See Portfolio Management

Dorfman, John 72

Downside protection. See Research and See Analysis

D3 Family Funds

E

Eagle Capital

Edelheit, Aaron

Efficiency, Market

Eigen, David

Einhorn, David

Einhorn, Steven

El-Erian, Mohamed

Eminence Capital

Ende, Eric

English, Pat

Ervolini, Michael

Esplanade Capital

Eveillard, Jean-Marie

F

Fairfax Financial

Fairholme Capital

Feinberg, Kenneth

Feld, Peter

Feltzin, Brian

Feshbach, Joseph

Fiduciary Management, Inc.

Financial Analysis. See Research and See Analysis

Fir Tree Partners

First Eagle Funds

First Pacific Advisors

First Wilshire Securities

Fisher, Phil

Fitzpatrick, C.T.

Fooling Some of the People All of the Time

Force Capital Management

Fournier, Alan

Fox, Eugene

FPA Funds. See First Pacific Advisors

Frels, William

Fries, William

G

Gabelli, Mario

Gaines, Brian

Galbraith, Steve

GAMCO Investors

Garcia Parames, Francisco

Gardner, Russo & Gardner

Gayner, Thomas

General American Investors

Geographical Preference. See Circle of Competence

George, Whitney

Ghazi, Kian

Giverny Capital

Glenview Capital

GMO

Goddard, Stephen

Gold, use of. See Risk Management

Golden, Tucker

GoldenTree Asset Management

Goldstein, Phillip

Gordon, Mariko

Gotham Capital

Graham, Benjamin

Grantham, Jeremy

Greenblatt, Joel

Greenhaven Associates

Greenlight Capital

Grisanti, Christopher

Grisanti Brown & Partners

H

Harris Associates

Hartch, Timothy

Hawkins, Mason

Hawkshaw Capital

Hayman Advisors

Heartland Advisors

Hedging. See Risk Management

Herro, David

Highfields Capital

Hood, Scott

Horizon Asset Management

Horizon, Time

Horn, Bernard

How the Mighty Fall

Hummingbird Value Fund

I

Idea Generation

general

screening, computer

sources

special situations

thematic

turnarounds

uncertainty, in search of

Industry Preference. See Circle of Competence

Inefficiencies, Market

Institutional Capital LLC

Intelligent Investor, The

International Investing. See Circle of Competence

International Value Advisers

Intrepid Capital

Invesco

Isaly, Sam

Ivory Capital

J

Jacoboski, Bryan

Jacobson, Jon

Jaffe, Robert

JANA Partners

Jensen, Curtis

Joe Feshbach Partners

Jones, Andrew

Julis, Mitchell

K

Kaplan, Jay

Karsch, Michael

Karsch Capital

Kautz, Jeff

Keefe, Peter

Ketterer, Sarah

Khaner, Lloyd

Khaner Capital

Kieffer, James

Kirkpatrick, Robert

Klarman, Seth

Kleinschmidt, Robert

Kovitz, Mitchell

Kovitz Investment Group

Kratz, Oliver

Kravetz, Shawn

Krawez. Brian

Kynikos Associates

L

Lahr, Charles

Lakeview Investment Group

Lakeway Capital

Langerman, Peter

Legg Mason Funds

Leonard, Steve

Levy, Ari

Lietzow, Robert

London Company, The

Lynch, Peter

M

Mackall, Charles

Macnguyen, Curtis

Macro vs. Micro. See Research

Mairs & Power, Inc.

Management, Assessment of. See Research

Maran, Edward. 247

Marathon Partners

Margin of Safety. See Risk Management

Mark, Morris

Mark Asset Management

Markel Corp.

Market Capitalization. See Circle of Competence

Market Efficiency

Market Inefficiencies

Marks, Howard

Matador Capital Management

Mauboussin, Michael

Maverick Capital

McConnell, Michael

McCreesh, Kevin

McGregor, Clyde

McLennan, Matthew

McNeill, Patrick

Metropolitan Capital

Miller, Bill

Mistakes, learning from. See Behavioral Finance

Mittleman, Chris

Mittleman Brothers, LLC

Modeling, Financial. See Analysis

Montier, James

Morrow, Steve

Mullen, Timothy

Munger, Charlie

Murray, Win

Mushock, Ronald

Mutual Series Funds

N

Nasgovitz, William

NewSouth Capital

Nierenberg, David

Noone, Don

North Star Partners

Norton, Charles

Nussdorf, Jed

Nygren, Bill 19

O

Oaktree Capital

O'Boyle, Kevin

Odean, Terence

Olstein, Robert

Olstein Capital Management

Omega Advisors

OrbiMed Advisors

O'Keefe, Dan

O'Shaughnessy, James

O'Shaughnessy Asset Management

Osterweis, John

Osterweis Capital Management

P

Pabrai, Mohnish

Pabrai Funds

Pacifica Capital

Paradigm Capital

Parenteau, Francois

Passport Capital

Pennant Capital

Perkins, Tom

Perkins Investment Management

Pershing Square Capital Management

Pilara, Andrew

PIMCO

Polaris Capital

Poor Charlie's Almanack

Portfolio Management

concentration vs. diversification

correlations, monitoring of

position sizing

trading

turnover

Position Sizing. See Portfolio Management

Post Road Capital

Predictably Irrational

Presidio Fund

Preston, Thomas Austin

Price, T. Rowe

Private Market Value

Process, importance of

Pzena, Richard

Pzena Investment Management

R

Rapuano, Lisa

Reed, Conner & Birdwell

Relational Investors

Research, Investment

business first

catalysts, importance of

downside protection

financial statement analysis

macro vs. micro

management, assessment of

organization

process

quality, how defined

second-level thinking

Risk Management

margin of safety

cash, use of

gold, use of

short selling

hedging

River Road Asset Management

Robbins, Larry

Robertson, Julian

Robotti, Robert

Robotti & Co.

Rochon, Francois

Roepers, Alexander

Rogers, John

Romick, Steven

Rooney, James

Rosenstein, Barry

Roumell, Jim

Roumell Asset Management

Royce, Charles

Royce & Associates

RS Investments

Russo, Thomas

S

Sabre Value Management

Samra, David

Sandler, Ricky

Santayana, George

Satterwhite, Scott

Scharf Investments

Schram, Alan

Schwarz, Jeffrey

Scout Capital

Screening. See Idea Generation

Second Curve Capital

Sellecchia, Vincent

Sellers, Mark

Sellers Capital

Selling Discipline

Senser, Jerry

Sertl, George

Shamrock Capital Advisors

Shapiro, Jonathan

Shareholder Activism. See Activism

Sheffield Asset Management

Shiller, Robert

Shircliff, James

Shive, Ralph

Short Selling. See Risk Management

Shubin Stein, Ken

Singer, Brad

Sizing of Positions. See Portfolio Management

Smith, Jeffrey

Soapstone Capital

Société Générale

Solas Capital

Sonkin, Paul

Southeastern Asset Management

Spears, John

Special Situations. See Idea Generation

Spencer Capital

Spier, Guy

Springhouse Capital

Sprott, Eric

Sprott Asset Management

Stahl, Murray

Starboard Value

Steinhardt, Michael

Sterling Capital Management

Stewart, Norm

Stienke, Ragen

Studzinski, Edward

Swaim, Matthew

Systematic Financial Management

T

Taleb, Nassim

TAMRO Capital

Tananbaum, Steven

Tanico, Paul

Tannenbaum, Jeffrey

Tasho, Philip

Templeton, John

Tetrem Capital

Third Avenue Management

Thornburg Investment Management

Thunderstorm Capital

Tiger Management

Time Arbitrage

Time Horizon

Tocqueville Asset Management

Tongue, Glenn

Trading. See Portfolio Management

Trapeze Asset Management

T2 Partners

Turnarounds. See Idea Generation

Turnover. See Portfolio Management

Tweedy, Browne Co.

U

Ubben, Jeffrey

V

ValueAct Capital

Valuation. See Analysis

Value Investing

business growth, importance of

business quality, importance of

characteristics of

mindset

Vanasek, James

Variant Perception

VeZolles, Paul

Vice Fund

VN Capital

VNBTrust

Vogel, Richard

Vulcan Value Partners

W

Wachenheim, Ed

Wadhwaney, Amit

Wasatch Advisors

Watsa, Prem

WEDGE Capital

Weir, Amelia

Weir, Candace

Weiss, Adam

Weitz, Wally

Weitz Funds

Weizmann Institute

Welch, Chris

WellCap Partners

Westwood Management

Whitman, Martin

Whitworth, Ralph

Williamson Robert

Williamson McAree Investment Partners

Winer, Michael

Wintergreen Fund

Winters, David

Wolf, Jason

Wolf, Joe

Wyckoff, Robert

X

Y

Yacktman, Donald

Yacktman, Stephen

Yacktman Asset Management

Your Money and Your Brain

Z

Zessar, Bruce

Zweig, Jason