Straw Hats in Winter

04/30/2019

George Davis and Scott McBride of Hotchkis & Wiley describe what they believe distinguishes their firm's research approach, why the concept of mean reversion hasn't gone out of style, when they think capital return to shareholders is important, and the unrecognized upside they see in General Electric, Wells Fargo, Discovery and National Oilwell Varco.


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