Small to mid-sized holding companies

[Partner24]

Do you know some small to mid-sized holding companies that are managed by good value investors?

 

Thanks!

 

 

[KJP]

Clarus

Judges Scientific

Volvere

Clarke, Inc.

FRP Holdings

[SafetyinNumbers]

E-L Financial (ELF.TO)

 

Market cap around C$3.2b but 70% owned by insiders and trades at over 35% discount to NAV. About a third of NAV is a life insurance company in Canada, called Empire Life, and the rest is a global value portfolio.

[scorpioncapital]

Perhaps HCHC?

[Partner24]

Very interesting list. Thanks!

 

I'm actually hesitating between Clarke and Judge Scientific.

 

If you have other ideas, they are very welcome!

 

Cheers!