Reward vs. Risk

02/28/2013

Perkins Investment Management’s Tom Perkins and Jeff Kautz describe the analytical effort they’re surprised so many people ignore, the virtues they see in a more-diversified portfolio, a tactic they use to keep their research team engaged, and why they believe Kirby, Jacobs Engineering, Stryker, Discover Financial and Two Harbors Investment are mispriced.


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