Ricky Sandler’s (Eminence Capital) CME presentation is attached below. Ricky Sandler founded $2.9 billion Eminence Capital in 1998. Ricky Sandler’s investment style can be called “growth at a reasonable price”. He likes to invest in well managed growing companies in non-declining industries. He invests in great companies that are in out-of-favor industries, or that delivered disappointing results and are oversold. He also likes special situations. He spends considerable time on shorting stocks and he believes being short allows him to be aggressive on the long side when it is most needed.