Alternative Viewpoint

05/30/2014

Karen Finerman, Jeffrey Schwarz and Adam Crocker of Metropolitan Capital Advisors explain the top-down themes that underlie several of their current holdings, how they get comfortable with cyclicality, how they’ve revamped their hedging strategy, and what they believe the market is missing in Groupe Fnac, BW Offshore, Dorian LPG and Macy’s.


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