In my conversation with the Chief Investment Strategist for Forbes, Inc. and author of "Even Buffett Isn't Perfect" we discussed his bearish economic outlook, a cautious equity market's view, why Financials while beginning to look attractive have more work to do before becoming a buy, his bottom-up/value approach to investing, and his upcoming book on the greatest value investor of all-time, Warren Buffett.
The length of the interview is 13 minutes 52 seconds.
What exactly is the "bottoms-up" process that Forbes uses to decide if shares are under or over valued?
ReplyDeleteThat will say a lot about their recommendations.
Probably some variety of multifactor model...
Forbes magazine published a list of companies that it suggested were interesting for value investors because they had relatively lower P/E ratios! One can only hope that Vahan's methods are more sophisticated than those of the Editors of the magazine.
If not, are they open to using sub-advisors?