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For the Better
11/30/2014Mariko Gordon, Brad McGill, Mark Miller and Neal Tully of Daruma Capital Management describe the common thread running through vastly different holdings, why their strategy is better tailored to smaller companies, why they “kick the tires” in research, and why they see upside in Vera Bradley, WellCare, On Assignment, DigitalGlobe and Acxiom.
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