US Value Panel: Bill Nygren, Bob Robotti And More – 2019 Ben Graham Conference

Notes from the US Value Panel featuring Harris Associates’ William Nygren, Robotti & Company’s Bob Robotti, JPMorgan’s Clare Hart, Miller Value Partners’ Samantha McLemore, and First Manhattan Co’s Himayani Puri and Leonard Berman from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge fund letters, conference, scoops etc US Value Panel William Nygren, CFA Partner / CIO, Harris Associates Employees invest majority with the fund 1 buy business significant discount to value (2/3 of what call cash buyer would pay who generate a return) 3 invest with managers who…