Preview
Far and Wide
05/31/2015Bernard Horn, Sumanta Biswas and Bin Xiao of Polaris Capital describe how they cull their 40,000-company universe, why they believe an all-cap strategy is best suited to today’s world, why their global team consists of generalists based in the same office, and why they see mispriced value in Linde, WorleyParsons, Capital One, Rexlot Holdings and Thai Oil.
If you are a subscriber, log in to access the issue and bonus archive:
- To subscribe, please visit our subscription page.
- To buy this single issue now, please click here.