Finding Absolute Value When Investing | Whitney George (Sprott) via Value Investor Insight

Read Whitney George’s interview in Value Investor Insights by clicking HERE

About the guest

W. Whitney George has been the portfolio manager of the Sprott Focus Trust since 2003. Prior to joining Sprott, he was a Managing Director and Portfolio Manager of Royce and held positions with Dominick & Dominick, Inc., WR Lazard & Laidlaw, Inc., Laidlaw, Adams & Peck, and Oppenheimer & Co. Inc. He holds a bachelor’s degree from Trinity College.

About the Interview

Whitney George, chairman of Sprott U.S. Holdings, shares his method of identify the best value stocks.

[1:22] Thoughts on 2017– double digit returns– capitalism working again

[3:45] Will active management return to favor in 2018?

[6:38] What does the value investor do during long upward trends?

[7:55] How will higher interest rates affect the value investor?

[10:20] Do interest rates change your time horizon?

[11:07] Tax cuts are generally good.

[12:35] Should companies be re-investing or returning capital in 2018?

[13:52] How does a weak US dollar impact your portfolio?

[14:58] What do companies like Apple, Exxon-Mobil, and Microsoft have in common with the smaller companies in your portfolio?

[18:55] Why do you like Cirrus Logic?