We have decided to switch things up some with our Covered Call Corner feature. Starting this month, we are screening for stocks that have been bought by prominent value investors in the most recent quarter rather than using Morningstar’s research as the basis for our screen.

This month’s screen features stocks bought by¬†Alex Roepers at Atlantic Investment Management. A detailed list of Roepers’ portfolio holdings may be found on this page. A 2014 overview of Roepers’ investment approach may be found on this page.

 

We think that changing over to focus on bond replacement ideas based on practitioners’ positions offers our subscribers a more actionable and diversified opportunity set. If you have a portfolio manager we would like to feature for a future Covered Call Corner screen, please contact Erik using the button below.