Logos LP’s strategy is built around value, but unlike other value funds, managers Matthew Castel and Peter Mantas are not afraid to use leverage to boost returns, which has helped the team produce an annualized return for investors of 25.1% by hunting for potential baggers. The fund is one of two featured in the third quarter issue of ValueWalk’s exclusive magazine (whose price will be increasing soon!), Hidden Value Stocks
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In the magazine, Matthew and Peter discuss their strategy and several ideas that currently feature in their portfolio. The duo...