Preview
Offense? Defense? Punt?
08/31/2012Howard Marks, Staley Cates, Charles de Vaulx, MacKenzie Davis and Donald Yacktman describe the investment implications of volatility (and the fear it engenders), what buying “quality” means today, and the diverse areas in which they’re finding opportunity, including real estate, natural gas, pharmaceuticals, lighting and consumer packaged goods.
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