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Winning by Not Losing
06/28/2024Fiduciary Management’s Jonathan Bloom explains why he favors all-weather business models, the opportunity that arises in simplification stories, how he competes against an S&P 500 index that has become a “concentrated growth fund,” and why he sees upside today in B&M European Retail, Genpact, Gates Industrial, Fortune Brands and Sodexo.
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