Above the Fray

12/31/2012

Ed Wachenheim of Greenhaven Associates describes the key themes underpinning most of his largest positions, the sector he’s ignoring despite big potential upside, why he believes managers often increase portfolio risk as they further diversify, and what he thinks the market is missing in Air Products, United Parcel Service, EQT Corp., Lowe’s and Whirlpool.


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