Preview
Going Through a Phase
03/30/2024River Global Investors' Hugh Sergeant, William Lough, George Ensor and James Sym explain why they target ideas at different stages in their company lifecycles, how they’ve learned to guard against “falling knives,” how they’ve become selectively more activist, and why they think Danieli, Shaftesbury Capital, Clarkson and Henry Schein are mispriced.
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