Stacking the Deck

10/31/2014

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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