Preview
The Right Balance
06/30/2020Anchor Capital’s Bill Rice, Georgy Grigoriyants and David Watson describe the differing ways they upgraded their portfolio as the pandemic hit, why they believe it’s important to stay open-minded about what form value may take, and why they see mispriced upside in FLIR Systems, Hudson Pacific Properties, Bluebird Bio, SS&C Technologies and Watsco.
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