Alternative Alternative

08/31/2018

Connor Browne and Bimal Shah of Thornburg Investment Management describe how and why they strive for balance on the long and short sides of their portfolio, how the perceived "threat of Amazon" can provide fertile ground for ideas, why they're bullish on US Foods, and why they see challenges ahead for Plantronics and Computer Programs & Systems.


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!