Preview
Recovery Mode
06/28/2024Sarah Ketterer and Ellen Lee of Causeway Capital describe why cyclical stocks play well to their approach, the upside they find in nuts-and-bolts operating restructurings, the extent to which AI has become an important element in their investment cases, and why they see mispriced value today in Samsung Electronics, Reckitt Benckiser, Kering and Alstom.
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