One of the most difficult investment management disciplines to master is a combination of sticking to one’s style, retaining composure and not being rattled by a capricious stock market. Today, with increasing share price volatility, constant flow of contradictory economic and business statistics and a plethora of pundit commentaries investor fear and confusion are spreading. As diligent stock pickers we believe the current environment can be quite productive in purchasing individual bargains as panicky investors “throw the baby out with the bathwater.”
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