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The P/V Podcast

Live from Omaha: International Value with FEG, Southeastern and Evermore

Episode 07 / May 2019

Southeastern’s Josh Shores, Fund Evaluation Group’s Greg Dowling and Evermore’s David Marcus discuss International Value Investing live from Omaha.

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting.

Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.