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Felix Oberholzer-Gee, Harvard professor and author of Better, Simpler Strategy, developed the “value stick,” linking strategy to customers’ willingness to pay and employees’ willingness to sell. The framework strips away organizational complexity to expose performance’s essential variables.
David Samra, founding partner of the Artisan Partners International Value Team, practices “quality arbitrage”: buying excellent global businesses only at steep discounts to intrinsic value. His discipline centers on balance sheets, management quality, and a strict 30% margin of safety.
Bruce Greenwald, a value-investing authority who taught at Columbia Business School, modernized Graham-and-Dodd frameworks by replacing speculative forecasting with measurable earnings power and structural barriers to entry, linking valuation, competitive advantage, strategy, and macroeconomics.
Ashvin Chhabra, who runs Euclidean Capital and wrote The Aspirational Investor, argues through his Wealth Allocation Framework that investors should stop chasing market benchmarks and instead fund specific life goals, structuring wealth, risk, and behavioral choices around human needs.
Anna Nikolayevsky, founder and CIO of Axel Capital Management, combines macroeconomic trends with fundamental research to follow changes in consumer behavior, energy markets, and global defense. Her approach offers a framework for managing risk and reallocating capital as industries change.
Angela Aldrich is the founder and CIO of Bayberry Capital Partners, grounding global equity investments in primary research and fundamental analysis. Her disciplined framework connects portfolio construction and short selling with the ability to recognize structural market shifts.
Sheldon Stone co-founded Oaktree Capital Management and established its high-yield bond operation alongside Howard Marks. His bottom-up credit discipline centers on risk control, default avoidance, capital protection, and the judgment needed to navigate changing financial cycles.
John W. Rogers Jr. founded Ariel Investments, the first Black-owned asset management firm in the United States. His contrarian value discipline links analysis and resilience through market turbulence with teamwork lessons from basketball and advocacy for financial literacy.