Corrective Measures

09/30/2019

Kovitz Investment’s Mitchell Kovitz, Jonathan Shapiro, Joel Hirsh, Mark Rosland, Bryan Engler and Jason Petitte explain why they've shifted their shorting strategy, the reappraisal they’ve done of their investable universe, what management trait they increasingly value, and why they think GoDaddy, Covetrus, Gildan and Quanta Services are mispriced.


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