Hitting for Average


Pennant Capital’s Alan Fournier (with colleagues Joerg Diedrich, Matthew Hagerty, Lui Sykes and Boris Vuchic) describes how he navigates value and growth investing cycles, why he pays so much attention to downside risk, what he learned from John Neff at lunch and why he thinks TransDigm, PHH Corp., Axcan Pharma and Walter Industries are mispriced. 

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