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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.

Steve Mandel (Stephen F. Mandel Jr.) is the Managing Director and long/short equity money portfolio manager at Lone Pine Capital (LPC) which he founded in 1997. He graduated with an A.B. from Dartmouth College in 1978 and an MBA from Harvard University in 1982. From 1990 to 1997 Mandel was managing director and consumer analyst at Tiger Management Corporation, a mass-market retailing analyst at Goldman Sachs from 1984 to 1990, and a consultant at Mars and Company from 1982 to 1984. He is a trustee of Teach for America and a founder and board member of Lone Pine Foundation. Mandel lives in Greenwich, CT with his wife; they have three children.

According to the most recent filings of his company Lone Pine Capital, Steve Mandel owns 52 stocks with a total value of $11 billion. His top five holdings are JPMorgan Chase & Co., QUALCOMM Inc., Cognizant Technology Solutions Inc., Apple Inc., and Accenture Ltd. Other recently acquired new stock purchases include Davita Inc., UPS, Ameriprise Financial Inc., The Cocacola Company, Activision Blizzard, Amazon.com, Amphenol Corp., Polo Ralph Lauren Corp., Walter Industries, Salesforce.com, Live Nation, Longtop Financial Technologies, The Pnc Financial Services Group, O’reilly Automotive, Apollo Group, Invesco Ltdshs, Wyndham Worldwide, and Umpqua Holdings. The list of newly added stocks includes the names of companies such as Yum! Brands, New Oriental Education & Technology Grou, Wells Fargo, Mead Johnson Nutriti, Autodesk Inc., Pactiv Corp., The Estee Lauder Companies, Cvs Caremark, and Bank of America.

Mandel is a trustee of The Children’s School in Stamford, CT and Phillip Exeter Academy which he also graduated in 1974. He is the founder and board member of the Lone Pine Foundation whose mission is helping childrenand families in the greater NYC area.