Risk and Reward09/30/2022
GMO portfolio managers John Thorndike, Tom Hancock, Lucas White and Drew Edwards describe how they’re navigating today’s fraught market, where they see global pockets of relative and absolute value opportunity, and why they see specific mispriced upside in ASML Holding, Constellation Brands, LG Chem, Toppan and Chugoku Marine Paints.
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