Updating History

03/31/2014

Fairpointe Capital’s Thyra Zerhusen, Bob Burnstine, Marie Lorden and Mary Pierson explain why their opportunity set has turned out to be narrow, why they own technology companies other value investors avoid, why their portfolios bounce back so well from adversity, and why they see upside in Juniper Networks, Cooper Tire, Polypore and PepsiCo.


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