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09/30/2011David Nierenberg, Cara Jacobsen and Damon Benedict of D3 Family Funds explain what prompts “constructive engagement” with a company, the post-crisis ways in which they've changed their approach, which industry is so beaten-up they can't help but look, and why they think RadiSys, Electro Scientific, Multiplus and MBAC Fertilizer are mispriced.
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