The discussion is cordial and ends with a friendly wager, but John Hussman and Gus Sauter find little common ground.
The market has rarely discounted large, strong companies this cheaply, argue Steven Romick of FPA and Ben Inker of GMO.
Why big may be beautiful.
Probably not at these prices.
Plus, T. Rowe Price manager passes torch, Fairholme fund raises fees, and more.
Here's a look at some of the funds we've rated so far in this category.
Don Yacktman and Pat Dorsey look for undervalued firms with margins of safety, and they see a lot to like in today's market.
Fundamental Indexing: Less than Meets the Eye
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.