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Stick to the Fundamentals
02/28/2019Fairpointe Capital's Thyra Zerhusen, Marie Lorden, Jean Orr, Fran Tuite and Brian Washkowiak explain why they believe mid-caps outperform, what they look for in conversations with management, why they often don't rush to cut their losses, and what they think the market is missing in Wabtec, Copa Holdings, Meredith and Molson Coors.
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