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The Bright Side
07/29/2016Managed Assets Portfolios’ Michael Dzialo, Karen Culver and Peter Swan explain the thematic filters they’re using today to identify opportunity and avoid trouble, why they aren’t biting in beaten-down emerging markets, why they think value investing is poised to get its mojo back, and why they see unrecognized value in Bunge, Vivendi and C&C Group.
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