Howard Marks to Speak at Value Investing Congress

Howard Marks, Chairman of Oaktree Capital Management, is scheduled to speak at the Value Investing Congress West investment conference which will take place in Pasadena, California on May 3 and 4. We highly recommend listening to what Mr. Marks will have to say at the conference based on attending his presentation at Columbia University on February 4. Read this article for more details.

Kian Ghazi to Present at Value Investing Congress

Kian Ghazi, founder of Hawkshaw Capital Management, is scheduled to make a presentation at the Value Investing Congress West taking place on May 3 and 4 in Pasadena, California. According to the Value Investing Congress website, Mr. Ghazi employs a “concentrated, value-driven, research-intensive approach” underscoring the firm’s emphasis on deep-dive investigative research. Read this article for a look at Mr. Ghazi’s portfolio.

India May Require $1 Trillion in Infrastructure Spending Over Five Years

Last year we published a short article on value investors finding opportunities in India and highlighted the record of Amitabh Singhi who spoke at the Value Investing Congress in October 2010. Although China has received the bulk of attention from emerging market investors in recent years, the massive market opportunities presented by the rapidly growing Indian economy are difficult to ignore. Read this article for more information on Rahul Saraogi, an Indian investor scheduled to speak at the upcoming Value Investing Congress West in Pasadena.

Why Are Value Investors Willing To Share Ideas?

There is a healthy sense of skepticism among investors when faced with websites, blogs, newsletters, conferences and other sources of information that claim to offer investment ideas. After all, good investment ideas are valuable and rare. Why would anyone willingly share actionable ideas with others when doing so in a competitive environment could eliminate the opportunity? After all, even for successful paid sources of information, the profits to be made selling ideas may pale in comparison to the profit of keeping an idea to yourself and committing capital to the opportunity. We take a look at the question in this article.

Value Investors Find Fertile Ground in Indian Equities

India’s widely followed SENSEX index is approaching record high territory and many investors are once again looking at this rapidly growing emerging market as a potential source of future profits. With nearly 1.2 billion people, India is home to over seventeen percent of the world’s population and is expected to overtake China’s population in the coming decades. With a vibrant democracy, India’s growth is often less organized when compared to China’s authoritarian system. A recent article in The Economist characterized the rivalry as the “contest of the century” both because of border disputes and the race for economic dominance in Asia. Read this article for more details and a video with a prominent Indian value investor.

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