Patient Capital

07/31/2015

Ariel Investment’s John Rogers, Charles Bobrinskoy, Timothy Fidler, Kenneth Kuhrt and John Miller describe the many virtues of patience in investing, how they navigate secularly challenged businesses, how they’ve added discipline to their sizing of positions, and what they think the market is missing in Bristow Group, Kennametal, KKR, Tegna and Lazard. 


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