Steve Romick of FPA Crescent Fund was recently on Consuelo Mack's wealthtrack. Steve Romick runs a go anywhere fund that has returned 11% + over the last 10 years. Needless to say he is pretty good at what he does. In the video he discusses his contrarion style and what he is currently avoiding (high yield bonds, distressed debt, and certain small cap stocks).
Pretty decent overall.