Power in Combination

10/31/2024

Artisan Partners’ Dan O’Keefe and Michael McKinnon describe the tension they see today between opportunities in the U.S. versus those in Europe, the typical kind of value-investing idea they’ve lost confidence in, the one Chinese stock they consider too cheap too ignore, and why they think Philips, Henry Schein, Charles Schwab and Snap-On are undervalued.

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