June 12, 2023 | U.S. Value Equity
Collective Wisdom

Watch this video online:
https://youtu.be/qBrBy7m9fUc?si=QUyKzBeUJWUxWJdJ
Transcript
Jesse: We take a lot of pride in rolling up our sleeves and doing the work that others frankly aren’t willing to do, and a lot of these companies aren’t particularly well-covered by the Street.
Gary: We really try get to know management teams really well. We feel like that gives us an information edge. What we try to do is understand how they’re going to react in different environments, so that if things don’t go well, we have the ability to step up and react when there’s market overreactions.
Craig: For me the biggest thing is most of the people on this team have been in the business for 20-plus years, and we've worked together for over a decade, which is somewhat uncommon. I think that that helps with our collaboration and enhances the investment process.
Filmed May 2023
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