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Do No Harm
07/31/2018John Gillespie, Kevin O’Brien, Jason Kish and Steve Labbe of Prospector Partners describe themes evident today in their short portfolio, why they have a penchant for banks and insurance companies, which long-time short recently became a long, and why they believe Brown & Brown, Nestlé, Kimberly-Clark, Intact Financial and KeyCorp are mispriced.
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