1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (9198)  | Author's Website |

Podcast: Out-of-Favor and Small-Cap Stocks With John Dorfman

Outperforming manager talks about his approach

September 21, 2018

The latest episode from the GuruFocus podcast features John Dorfman, the founder of Dorfman Value Investments. In addition to managing a firm with a stellar track record, John previously worked with the legendary David Dreman (Trades, Portfolio) and wrote for the Wall Street Journal and Bloomberg. His current column is syndicated weekly on GuruFocus.

John’s value investing strategy has garnered returns of 9.79% annually since his firm’s 1999 inception, far exceeding the 5.4% return of the S&P 500 index. In his approach, he looks for companies with temporary problems, obscure stocks and strong balance sheets, typically within the small and mid-cap space.

In this episode, John gives insight into his stock-picking tactics, such as how to tell when bad news is temporary and how to “read between the lines” in financial statements. Always seeking obscure stocks, he discusses how to find unloved situations in a crowded market with an abundance of information (with some of his current picks). He also examines the small-cap space, including its risks and strengths, and provides his outlook for value investing going forward.

Enjoy the podcast here or find it on iTunes soon. Don’t forget to share with friends!

About the author:

Holly LaFon
I'm a financial journalist with a master of science in journalism from Medill at Northwestern University.

Visit Holly LaFon's Website


Rating: 4.7/5 (3 votes)

Voters:

Comments

Please leave your comment:


Performances of the stocks mentioned by Holly LaFon


User Generated Screeners


jmeekinsUnder Book Value
cspunarHi ROA Lo Debt Div
pbarker46Owner earnings and FCF
DBrizanCDN2018dec11 10p
sunnywhy烟蒂
rmlkasuperROD 1
mjspencerpredictable but down 1m
dickslee2312-10-2018
johnbarberShort
wilhelmstone10yr div gainer
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK