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HALO Investing
07/31/2026Portfolio managers Sam Klar of GMO, Robert Robotti of Robotti & Co. and John Rotonti of Bastion Fiduciary describe what’s driving their interest in select asset-heavy businesses, how AI is or isn't impacting their target companies, and why they believe railroad Union Pacific, heavy-equipment dealer Finning and manufacturing outsourcer Jabil are mispriced.
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