Tried and True

03/30/2018

Scharf Investments’ Brian Krawez, Eric Lynch and Gabe Houston explain how they screen for ideas to improve their odds of investment success, which out-of-favor industries interest them and which don’t, why their portfolio tends to hold up so well in bad markets, and why they see upside in Walgreens Boots, CDK Global, Time Warner and Gentex.


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