Price Protection


Alvaro Guzmán de Lázaro and Fernando Bernad of azValor Asset Management explain why they've been so active in down-and-out cyclicals, where they're finding select bargains in Europe, what they consider their primary risk control, and why they see mispriced value in Compañía de Minas Buenaventura, Consol Energy, SOL SpA and Serco Group. 

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