Hidden Value Stocks Winter 2017 Issue
rhargreaves@valuewalk.com
Welcome to the December issue of Hidden Value Stocks. In this last issue of the year, we profile two funds that have different strategies, but both are looking to accomplish the same goal; finding value where others can’t.
The first interview is with Hayden Capital’s managing partner Fred Liu, CFA. Fred and his team are looking for stocks that are undervalued today but have a long runway for growth ahead of them or as Fred puts it “we’re looking for 80 cent dollars, where we believe the value will grow to $3 or $5 over time.” The two ideas he profiles undoubtedly meet this criterion. One is trying to take over the pet food market in Europe, while the other is a play on subprime auto credit — a market most investors are staying well away from today.