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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

CHAPTER

Introduction

Scott Hendrickson is the co-founder of Permian Investment Partners, a $2 billion global long short and long-only investment fund focused on management quality. He has been teaching applied value investing to rave reviews from his students at Columbia Business School for almost a decade now. The US equity market substantially outperformed that of Europe over the past half a dozen years or so; it's reasonable to ask about the prospects of a reversal.

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