"The Best Is Yet To Come"

01/31/2022

Foundation Resource Management’s Mark Millsap, Meredith Moll and Zach Riley explain how their strict value discipline has and has not evolved, why they’re not afraid to invest in even highly cyclical companies, why they recently parted ways with a long-time holding, and why they believe the shares of GrafTech, Intel and Glatfelter are mispriced.

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