Grand Canyon

04/29/2011

Josh Friedman and Mitch Julis of Canyon Capital describe how a credit orientation informs sound equity investing, “rolling disruptions” they’re finding of interest, some of the key risks they’re hedging against, and why they see mispriced value in the shares of Lowe’s, Packaging Corp. of America, Tenet Healthcare and Clear Channel Outdoor.


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!