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In Context
02/28/2011Soapstone Capital's Jed Nussdorf explains why small-caps don't fit well with his strategy, why he requires valuations that are absolutely rather than relatively cheap, which down-and-out sector has most piqued his interest, how his portfolio went up in 2008, and why he sees mispriced value in Arch Capital, GAM Holding, WellPoint and State Street.
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