Stalking Value Stocks

Sunday, February 19, 2012

Inflation or Deflation ?

Steven Romick of FPA Crescent fund discusses his thinking on inflation or deflation and how he is positioning the portfolio to handle either.

http://www.fpafunds.com/downloads/crescent/FPA_Crescent_Qtrly_Commentary_1211.pdf


Posted by Gaurav at 11:44 PM
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