Steven S. Hill discusses Foresters Financial and the Special Situations Fund. This fund focuses on small-cap core stocks. For Mr. Hill, a core stock is one that is not biased to either growth or value. In addition, he defines a special situation as a catalyst that will unlock value and differentiates a stock from its peers. This differs from the fixed income world where a special situation often refers to a bankruptcy or restructuring. Mr. Hill’s approach relies on fundamental analysis, while quantitative analysis is used as a screening and maintenance tool. He allows management to explain the company’s strategy and then makes a judgment as to whether the stock would make a good investment.
Full interview available here.
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