Away from the Crowd

04/30/2024

Tangible Investment Management's Jonathan Tanne explains the unique makeup of his concentrated portfolio, how he “pulls on threads” to uncover potential ideas, some of the key ways he’s evolved his strategy since his firm's launch in 2012, and why he sees unrecognized upside in Stellantis, Golar, SBM Offshore, OSB Group and Halyk Savings Bank.

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