LEGACY Reuters Summits

Greenblatt: Bargains among the big caps

April 6, 2006

Gotham Capital Founder and CEO Joel Greenblatt says that some of the best bargains might be hiding in plain sight – the more visible large-cap companies such as Microsoft and Dell. — Listen to the audio here (2 minute mp3 format)

Conway: Watching energy impact

April 6, 2006

conway.jpgKevin Conway, managing Partner at Clayton Dubilier and Rice, spoke at a Reuters Hedge Fund and Private Equity Summit in New York this week. The fund led the investor group that agreed to buy rental company Hertz from Ford. He covered a number of topics in the interview, which can be downloaded here (55 minute mp3 audio interview). Here are the highlights:
Don’t bother with the next new thing
Conway said his investment philosophy centers more around protection from risk than chasing the next new thing. “I like market leaders with good management,” he said. “It doesn’t necessarily mean big cap.”
— Listen to the audio here (1 minutes mp3 format)

Wary about sectors hit by prices, energy

He adds he would be concerned about sectors that been affected by a run-up in prices, such as energy and commodities. And: “On the flip side I’d be very worried about industries that have been hurt by their energy inputs, some of the process industries, paper, aluminum,” he said.
— Listen to the audio here (2 minute mp3 format)

Bader: Cable stocks unfairly hit

April 6, 2006

John Bader, chief investment officer and co-chairman of Halcyon Asset Management,  spoke at a Reuters Hedge Fund and Private Equity Summit in New York this week. The fund has $3.6 billion under management. He covered a number of topics in the interview, which can be downloaded here (55 minute mp3 audio interview). Among the highlights: