Martin is author of "Speculative Contagion" and "Decade of Delusions". Here is his bio:
Frank Martin has more than 40 years of investment experience. He founded Martin Capital Management in 1987 and has written two books on value investing along with numerous essays. By being willing to hold cash in market periods judged to be expensive, Mr. Martin's firm largely avoided two of the biggest market meltdowns in U.S. history: the dot-com bust of 2000 and the financial crisis of 2008. The prelude to the latter of those two events, the sub-prime mortgage debacle, he described as "the perfect storm" in his annual report to private investors as early as 2006 – nearly two years before the market crash. "Having the flexibility to retreat to cash in times of danger helped us prevent disastrous losses. And when stocks got cheap during the market panic, we then had the liquidity to buy good companies at compellingly low prices,"
Jim Grant calls him an "ace value investor", that is good enough for me:
Frank Martin has more than 40 years of investment experience. He founded Martin Capital Management in 1987 and has written two books on value investing along with numerous essays. By being willing to hold cash in market periods judged to be expensive, Mr. Martin's firm largely avoided two of the biggest market meltdowns in U.S. history: the dot-com bust of 2000 and the financial crisis of 2008. The prelude to the latter of those two events, the sub-prime mortgage debacle, he described as "the perfect storm" in his annual report to private investors as early as 2006 – nearly two years before the market crash. "Having the flexibility to retreat to cash in times of danger helped us prevent disastrous losses. And when stocks got cheap during the market panic, we then had the liquidity to buy good companies at compellingly low prices,"
Jim Grant calls him an "ace value investor", that is good enough for me:
