Bill (Bill Mann)
speaker
117 appearances
1 recordings
1 series
first heard Sep 2014
last heard Sep 2014
Bill (Bill Mann)’s voice in public audio — every appearance, attributed to the second.
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Appearances
So I think that the biggest thing for us – and I am very much an adherent of John Templeton who was –
really the pioneer of international investing.
So who after World War II went and bought every European company he could find that traded at less than one US dollar per share and did pretty well because he was buying things at a point in time in which people were panicking.
It may not seem like it makes me to be a great American, but we're actually looking at Russian companies now and we're more interested than we have been in years.
Tim Hanson, who's one of my co-portfolio managers, and I went to a Russian conference in early February, I should say, and came away with a couple of ideas of companies that we would like to buy, companies that actually didn't seem like they were stealing from shareholders.
which is kind of a thing.
I mean, if you're going to set a baseline, step one, not stealing from us is pretty good.
Yeah.
And some surprising places.
But you know what?
What is always the case?
And you can think about it in the United States as well.
You go, well, that's obviously true, is that corporate governance is driven by corporations themselves.
I mean, obviously, countries...
There are certain countries where the standards are a lot lower and there are countries where standards are higher.
But you can't look at every American company and say their corporate governance is the same because it's not.
And the same is exactly true of Russian companies.
And we've identified a few and had identified a few that we actually thought were being run for shareholders, which is quite a concept.
And so –
And we – again, from a world citizenship basis, maybe it doesn't make me the greatest person, but we actually are pretty interested in some of these companies right now.
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