In an interview on CNBC’s “Street Signs”, Validea CEO John Reese recently discussed his Validea Hot List portfolio, which is up more than 160% since its 2003 inception, vs. about 42% for the S&P 500. Reese talks about how his Guru Strategies — investment models based on the approaches of some of history’s greatest investors — have a contrarian bent. He also discusses several of the Hot List portfolio’s current holdings, including Main Street Capital Corporation and Western Digital Corporation.