Stacking the Deck


Artisan Partners' James Kieffer, Scott Satterwhite and George Sertl describe the edge they look to exploit across all cap sizes, why they're finally finding opportunity in consumer-staples stocks, what they think EBITDA really stands for, and why they think Lockheed Martin, McDonald’s, Arch Capital, Hewlett-Packard and Emcor are mispriced. 

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