- Graham Style of Investing with a twist
- Needs to know the eco system around a company really well
- Had cash as high as 95% in 2000 and 2008
- Stop loss at 40%
- Portfolio approach to distress investing
- Significant interest in pharma
- Needs to know the eco system around a company really well
- Had cash as high as 95% in 2000 and 2008
- Stop loss at 40%
- Portfolio approach to distress investing
- Significant interest in pharma
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