I’m going to do a series for readers of The Idea Farm where I identify and chat about my 20 favorite hedge fund managers to track via 13Fs. Below is an example, Michael Price. He ran money at Mutual Series with Max Heine before merging with Franklin and starting his own family office. (Seth Klarman cut his teeth at the firm.)
Below is a video from his recent London Value Investor Conference. WELL worth watching. He also mentions a book I have never heard of called “There’s Always Something to Do: The Peter Cundill Investment Approach” – in the mail.
How does investing alongside Michael Price work historically? Great! Below is what happens when you follow his top 20 holdings through 13Fs, and you see some of the stocks he mentions in the video. From AlphaClone: