Lists / People
Ben Hunt
Epsilon Theory; narrative-aware value and meta-game
Co-founder of Second Foundation Partners and creator of the Epsilon Theory newsletter, applying game theory and narrative analysis to capital markets.
45/ 100
Authority scoreNotable
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Appears alongside
Top neighbors of Ben Hunt
8people
01
Allan Mecham
Arlington Value; quiet 30%+ CAGR, "Tao of value"
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02Álvaro Guzmán de Lázaro
azValor; Spanish deep-cyclical contrarian
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03Andrew Brenton
Turtle Creek; concentrated Canadian value, 20%+ CAGR
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04Anthony Bolton
Fidelity UK / China; contrarian special situations
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05Aswath Damodaran
NYU "dean of valuation"; story-to-numbers DCF discipline
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06Ben Inker
GMO; 7-year forecasts, valuation-driven asset allocation
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07Benjamin Graham
Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)
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08Bill Ackman
Pershing Square; concentrated quality-value with activism
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Last updated
10 May 2026