SuperDogs: Cannon Asset Managers' Dr Adrian Saville talks South African deep value opportunities with Tobias Carlisle on The Acquirers Podcast




The Acquirers Podcast show

Summary: <p>Dr Adrian Saville is the founder and chief executive of South Africa's Cannon Asset Managers, a multi-strategy value investment firm. He is also the Professor Economics, Finance &amp; Strategy at the Gordon Institute of Business Science, University of Pretoria, South Africa.</p> <p>In 1996, Adrian created an investment portfolio called “SuperDogs” to capture what he believed to be the essence of investing: finding good assets--that’s the “super” part--at unloved prices--that’s the “dog” part. We talk about what he has learned running a deep value portfolio for 24 years and investing in South Africa.</p> <p>Adrian's Twitter handle: <a href="https://twitter.com/AdrianSaville">https://twitter.com/AdrianSaville</a></p> <p>Adrian's personal website: <a href="http://adriansaville.com/">http://adriansaville.com/</a></p> <p>Cannon Assets: <a href="http://www.cannonassets.co.za/">http://www.cannonassets.co.za/</a></p> <p>Adrian's GIBS profile: <a href="https://www.gibs.co.za/about-us/faculty/Pages/Adrian-Saville.aspx">https://www.gibs.co.za/about-us/faculty/Pages/Adrian-Saville.aspx</a></p> <p>ABOUT THE PODCAST</p> <p>Hi, I'm Tobias Carlisle. I've launched a new podcast called <a href="https://acquirersmultiple.com/podcast/"><strong>The Acquirers Podcast</strong></a>. </p> <p>The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.</p> <p>We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.</p> <p>SEE LATEST EPISODES</p> <p><a href="https://acquirersmultiple.com/podcast/"><strong>https://acquirersmultiple.com/podcast/</strong></a></p> <p>SEE OUR FREE DEEP VALUE STOCK SCREENER</p> <p><a href="https://acquirersmultiple.com/screener/"><strong>https://acquirersmultiple.com/screener/</strong></a></p> <p>FOLLOW TOBIAS</p> <p>Website: <a href="https://acquirersmultiple.com/"><strong>https://acquirersmultiple.com/</strong></a></p> <p>Firm: <a href="https://acquirersfunds.com/"><strong>https://acquirersfunds.com/</strong></a> </p> <p>Twitter: <a href="https://twitter.com/Greenbackd"><strong>https://twitter.com/Greenbackd</strong></a></p> <p>LinkedIn: <a href="https://www.linkedin.com/in/tobycarlisle"><strong>https://www.linkedin.com/in/tobycarlisle</strong></a></p> <p>Facebook: <a href="https://www.facebook.com/tobiascarlisle"><strong>https://www.facebook.com/tobiascarlisle</strong></a></p> <p>Instagram: <a href="https://www.instagram.com/tobias_carlisle"><strong>https://www.instagram.com/tobias_carlisle</strong></a></p> <p>ABOUT TOBIAS CARLISLE</p> <p>Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.</p> <p>He is best known as the author of the #1 new release in Amazon’s Business and Finance <a href="https://amzn.to/2EJH18v"><strong>The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market</strong></a>, the Amazon best-sellers <a href="https://amzn.to/2VwvAGF"><strong>Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014)</strong></a> (https://amzn.to/2VwvAGF), <a href="https://amzn.to/2SDDxrN"><strong>Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012)</strong></a> (https://amzn.to/2SDDxrN), and <a href="https://amzn.to/2SEEjVn"><strong>Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016)</strong></a> (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.</p> <p>Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer.</p>