Stacking the Deck


Artisan Partners’ James Kieffer, Scott Satterwhite, George Sertl and Daniel Kane describe why they prefer “stress” to “distress” in their companies, why they’ve been increasingly attracted to information-technology stocks, why they steer clear of banks, and why they believe Avnet, Michelin, Denbury Resources, Joy Global and Emcor are mispriced.

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