Value Investing With Turtle Creek Asset Management

Many traditional value investors will shy away from company management. Traditional value investing, as taught by Benjamin Graham, is based on the idea that the numbers themselves should do the talking. Therefore, there’s no need to waste time getting to know company managers (investors with other styles also adopt this approach, although for different reasons.) But this hands-off approach isn’t for everyone. Andrew Brenton of Turtle Creek Asset Management prefers the hands-on approach. He has a skill for seeking out uniquely positioned companies, run by skilled managers, which are being undervalued by the market. The results speak for themselves. Since…