A Patient Value Manager Shares His Top 7 Picks – Barron’s


Barron’s
A Patient Value Manager Shares His Top 7 Picks
Barron’s
Rewey looks for companies with healthy balance sheets, the ability to compound book value, and shares trading at a discount. He describes it as an “intellectually honest investment style.” Rewey also takes pride in the fund’s 95% active share, which

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