This week Matt sits down with Ross Glotzbach, CEO and Head of Global Research for Southeastern Asset Management, for another insightful perspective on investing in the capital allocator series. Ross starts by defining what value investing is to them and the way in which his company, Southeastern, uses it. Ross then shares further insight about the impact long term value investing has had in the past and how it has changed over the years. Matt and Ross then discuss the process that Ross goes through in choosing whom to invest in and the conversation comes to a close with a discussion around the application of psychology in explaining investing behaviors.
