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Down to Business
03/31/2016John Fox of Fenimore Asset Management explains why he doesn’t believe investing in quality is a crowded trade, what about his buy-and-hold strategy may need rethinking, why he owns a number of money managers, why he owns more Markel than Berkshire Hathaway, and why he sees upside in Mednax, CarMax, FRP Holdings and South State Corp.
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