Investing professionals often have different ways of doing things, and many times, it’s the ones whose portfolios look quite different from everyone else’s that tend to do well.
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At Value Invest New York 2025, Jennifer Wallace of Summit Street Capital Management talked about cutting through the noise and why what they look for makes their portfolio look different from those of many value investors. She also shared her theses for United Therapeutics and InterDigital.
What really matters beyond the noise
Wallace feels that what really matters in investing is what to...
