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Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Capital Allocators – Inside the Institutional Investment Industry
Contrarian Value Approach and the Importance of Margin of Safety
I embrace the contrarian value approach of buying stocks at a discount when they're unpopular. This strategy aligns with the culture and growth potential of WCM, where a margin of safety can be found in widening competitive moats.
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