A presentation on TerraVest Industries Inc. (TVK), from a talk Guy Gottfried gave on value investing on February 28, to students at the Ivey School of Business at the University of Western Ontario in Canada.
What We Look For
“Investment is most intelligent when it is most businesslike.” – Benjamin Graham
- Simple business
- Talented and aligned insiders
- Strong capital allocation
- Sound balance sheet
- Attractive price
Q4 hedge fund letters, conference, scoops etc
Investments exhibiting the aforementioned criteria are rare; therefore, we are:
- Concentrated
- Currently hold seven positions in our portfolio
- Long-term oriented
- For example, we’ve been involved in today’s investment case study since 2009
- Research intensive and focused on investments in which we can develop a significant informational edge
Investment Case Study: TerraVest Industries
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