Far and Wide

05/31/2015

Bernard 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.


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