Neutral
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Seeking Alpha
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vor 2 Monaten
During the quarter, we initiated five positions: Leggett & Platt, Inc., Sprouts Farmers Market, Inc., Methanex, Dick's Sporting Goods, and Jack Henry & Associates. We exited several positions during the quarter, reflecting our ongoing discipline around valuation, portfolio fit, and risk management. We sold our position in Amdocs as we chose to redeploy capital toward names with more attractive ...