Quality Arbitrage

06/30/2025

David Samra, Tyler Redd and Amy Sheng of Artisan Partners describe how they look for better-than-average businesses trading at below-average prices, the types of turnarounds that have the best chances for success, and why they believe the market is mispricing Icon PLC, Sodexo, Groupe Bruxelles Lambert, Associated British Foods and Anhui Conch Cement.

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