07 May 2013

Value Investing: Thinking like an Owner

Posted In: Getting Help

As investors, one of the things that we hear consistently is that it’s important to “Invest like an Owner.” This is especially true to value investors, who will sometimes own companies for years. Warren Buffett has famously said that his “ideal holding period is forever.” We caught up with David Schue, CFA, a research analyst and portfolio manager at Cascade Investment Advisors in Portland, Oregon to get his take on the many maxims that we commonly hear in value investing lore.

Tags: CFA Institute conferences, Invest like an Owner, value investing

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About the Author(s)

Robert Stammers, CFA

Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.