Braving the New World

12/31/2012

Invesco’s Canon Coleman, Jonathan Mueller and Jonathan Edwards explain how they try to make the critical distinction between secular and cyclical, how they respond when a position moves sharply against them, which surprising industry they find interesting, and why they believe AMN Healthcare, Quiksilver, Ciber and ManpowerGroup are mispriced.


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


Not a subscriber? Subscribe today!