ReverseSignals

Ronald Muhlenkamp is the founder and president of Muhlenkamp & Company, Inc., and a portfolio manager for the company's self-named mutual fund (MUHLX). With stocks in his portfolio staying an average of ten years, Muhlenkamp is famous for his patient value investing style. He's a value guru who believes that in the long run stock prices reflect the value of the underlying businesses. When he's picking stocks he's looking for companies with solid balance sheets and a ROE of 15% or higher.  

Ronald Muhlenkamp graduated from MIT in 1966 with a B.Sc. degree in Engineering, and from the Harvard Business School in 1968 with an MBA. Additionally he holds a CFA designation. He and his wife Connie live on a farm near Pittsburgh but travel extensively to meet with clients across the country. 

Mr. Muhlenkamp's entire business career has been devoted to the professional management of investment portfolios. He's an award-winning investment manager, a frequent media guest, and a featured speaker in investment shows across the USA. His work since 1968 has been focused on extensive fundamental and technical studies of investment management philosophies, a result of which was the development of a proprietary method of evaluating equity and fixed income securities. Muhlenkamp is also the author of Ron's Road to Wealth: Insights for the Curious Investor.

David Dreman - a popular investor - is the founder and Chairman and Chief Investment Officer at Dreman Value Management. The investment company focuses on mutual funds, pension, foundation, endowment funds and high net-worth individuals.

Dreman was born in 1936 in Canada. He graduated from the University of Manitoba in 1958. After graduation he worked as Director of Research at Rauscher Pierce, Senior Investment Officer at Seligman, and Senior Editor of the Value Line Investment Service. In 1977 he founded his first investment firm - Dreman Value Management - and has served as its president and chairman ever since.

Dreman has published many scholarly articles, he writes a column for Forbes Magazine, and has written three books - Contrarian Investment Strategy: The Psychology of Stock Market Success (1980), The New Contrarian Investment Strategy (1982), and Contrarian Investment Strategies: The Next Generation (1998). Dreman was awarded a Doctor of Laws degree from the University of Manitoba in 1999 and is a member of the university's board of trustees.  August 2009: "We're in a market that will go much higher over the next 3 to 5 years."