Value investor sees Fox doubling earnings

21st Century Fox
Scott Mlyn | CNBC

Jason Subotky, member of the "Squawk Box" Platinum Portfolio Challenge, looks for companies such as Fox that play important roles in promising business sectors.

"We focus on the attributes of individual securities with a special attention to valuation, business quality, and management skill," said the partner and portfolio manager of Yacktman Asset Management, which oversees $30 billion in assets.

Here are his stock picks: