Minisode: An Exceptional Time for Special-Situation Investing
About This Episode
Evermore Global Advisors is an opportunistic, global, special-situation investor. It employs a fundamental, bottom-up approach to investing. It focuses on complex, misunderstood and under-researched companies around the world that can be purchased for substantially less than their intrinsic values, and where catalysts exist to create value.
About Our Guest
David Marcus, my guest today, is co-founder, chief executive officer and chief investment officer of Evermore. He co-founded the firm in 2009. David is portfolio manager of the Evermore Global Value Fund and its separate account portfolios.
Here is a link to the Evermore Global Advisors web site.