Irwin Michael, CFA manages ABC funds in Canada. They have an excellent website with good material. Read their value investing style and more on their website (http://valueinvestigator.com/en/). Their ten commandments are as below.
I heard him talk to the students to the students at Richard Ivey School of Business – University of Western Ontario. 2010 talk| 2007 talk
- Low Price to Earnings Multiples
- Low Cash Flow Multiples
- Discount to Book/Net Asset Value
- Hidden Assets
- Management
- Products/Services in tune with present times and beyond
- Value Catalyst
- Discounted Valuations Compared to its Peers
- Contrary Opinion and Under-followed by Investment Analysts
- Discipline
