Value investing is all about buying companies at a deep discount to intrinsic value.  Often these companies are dealing with short-term issues such as a cyclical downturn.  Today we closed out one of our larger positions, which was in the agricultural equipment manufacturer AGCO.  We bought the stock mostly in the low to mid $40’s...Read More

Read our latest research report from Chief Investment Officer Tim Travis on AGCO Corporation (AGCO).   AGCO Corp.: Cyclical Downturn in Farm Incomes Creates a Buying OpportunityRead More