David Green, the co-manager of Hotchkis & Wiley’s Small Cap and Value Opportunities portfolios with nearly $3 billion in AUM, has an incredibly broad mandate. He can invest in any sector, any region, and at any cap size. He’s on the lookout for fixed income, risk arbitrage, convertible arbitrage and other special situations, he can even sit on cash if he feels that’s the right move. But for all the concern about the US stock market being overvalued, Green says that “the vast majority of the portfolio today is in equities,” in an interview with Value Investor Insight. The key is to find stocks that have escaped the market’s notice.
David Green is long on Masonite for the eventual...
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