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Worthy of Attention
10/31/2023Marcel Houtzager and Nikhil Rastogi of Kabouter Management describe the character traits most helpful when investing in small international companies, the various forms of neglect they often see creating mispricings, how they help companies be "discovered," and why they see unrecognized upside in Lectra, Alpha Group, Zuken, CRE and Anicom.
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