Profile 8 min read

Lessons from Mitch Julis

Mitchell Julis, co-founder of Canyon Partners, pursues “structural alpha” in distressed debt and complex capital structures by examining liabilities and bankruptcy law’s fine print, showing how fluency in both law and finance can reveal arbitrage where others see only distress.
Profile 8 min read

Lessons from Matthew McLennan

Matthew McLennan, co-head of First Eagle Investment Management’s Global Value team, designs portfolios to endure severe downturns and protect purchasing power. His approach joins contrarian judgment, psychological patience, and scarce assets such as gold rather than chasing short-term returns.
Profile 9 min read

Lessons from Mason Morfit

Mason Morfit, ValueAct Capital’s Co-CEO and Chief Investment Officer, practices “quiet activism” by working privately with corporate boards instead of pursuing public proxy fights. His long-term method offers frameworks for boardroom governance, capital allocation, and artificial intelligence.
Profile 9 min read

Lessons from Lauren Taylor Wolfe

Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, brings private equity tactics to public markets. Her activism asks how environmental, social, and governance engagement can improve operational efficiency, return on invested capital, and long-term corporate value.
Profile 9 min read

Lessons from Francisco García Paramés

Francisco García Paramés, a Spanish asset manager and founder of Cobas Asset Management, combines Austrian Business Cycle Theory with Graham-and-Dodd stock picking. His framework links durable-business selection, discipline during market panic, and protection against macro-driven traps.
Profile 8 min read

Lessons from Felix Oberholzer-Gee

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.
Profile 12 min read

Lessons from David Samra

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.
Profile 9 min read

Lessons from Bruce Greenwald

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.

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