Capital Appreciation

03/30/2012

Pat English and Andy Ramer of Milwaukee’s Fiduciary Management, Inc. describe what “quality” means to them in assessing a business, why they'll make exceptions to buy in industries they usually avoid, what golf lessons translate to investing, and what they think the market is missing in Henkel, Arrow Electronics, Sysco and Compass Group.

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