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In Due Time
09/28/2012Vulcan Value Partners’ C.T. Fitzpatrick, Allen Cox, Bruce Donnellan, Mac Dunbar and Hampton McFadden explain why they shun turnarounds, where they’re finding a concentrated number of small-cap bargains, why they gave up on an industry that value investors often favor, and why they see upside in Time Warner, Jarden, Tesco and KMG Chemicals.
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