The Many Faces of Value

10/31/2008

William Fries, Brian McMahon, Connor Browne and Ed Maran of Thornburg Investment Management describe how they keep perspective during the crisis, where they see potential in financial stocks, what non-U.S. bargains are attracting their attention, and why they see unrecognized value in Allstate, Marathon Oil, Gilead Sciences and Varian Medical. 


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