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Taking What’s Given
09/30/2025Hotchkis & Wiley’s David Green, Doug Campbell, Dan McKenzie and Noah Mayer explain what catches their eye in potential ideas, how they've formalized the assessment of risk in their research process, why they've been able to hold on to their investment in Microsoft, and why they see mispriced value in U-Haul, Workday, Schlumberger, F5 and Ericsson.
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