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Jenny Wallace - Identifying Value at the Summit

Value Investing with Legends

CHAPTER

Investing in High Quality Companies at a Discount

We reoriented and relaunched. We know we like to invest in high quality companies at a discount. Can we do it better? The interesting thing about the first tech bubble was the sort of growth of computing power, the incredible availability of data. It used to be if you wanted to screen for good companies, you had to do sort of a very blunt instrument screen on Bloomberg or use Ken French's data. And what we knew for sure was that if you built a portfolio of companies with these financial characteristics at this price, you would do very well over time.

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