Déjà Vu?


VELA Investment Management's Ric Dillon, Jason Downey, Jenny Hubbard, Bobby Murphy, Kyle Schneider and Bob Sharpe describe why now is a great time to launch a value-focused firm, the neglected sectors they're finding of interest, their favorite Covid-related shorts, and why they see upside in AbbVie, Ashland, Kirby, Washington Trust and DS Smith.

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