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George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339

The Meb Faber Show - Better Investing

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Equity Markets - What's Looking Good to You?

We're constantly looking at valuation and at risk. Most of the attractive value that we say isn't more sypical businesses. The two most dislocated sectors where we do have pretty healthy weights would be financial an, ironically, energy. And then thereare pockets of the market that are just very difficult for us as a value manager to justify.

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