Valaris: Attractive Price To Position For Long-Term Offshore Recovery

Company Overview - Valaris Limited (NYSE: VAL) is the largest offshore drilling company, originating from the former Ensco, which merged with Rowan Companies in 2019 and rebranded as Valaris [1] Leadership and Expertise - Oriol Madaula is highlighted as an experienced actuary with a strong interest in value investing, particularly in the shipping sector, and has a practical approach to the financial world [1] Investment Strategy - The company employs a value investing approach, focusing on both long and short positions, and utilizes options for hedging purposes to optimize investment returns [1]