Top Fund Manager Says Plenty of Firms Offering Nice Margins of Safety

Eric Schoenstein, a co-manager of the Jensen Portfolio, which has beaten 95% of its peers over the past 10 years, recently discussed investment strategy with Jonathan Burton of MarketWatch. Schoenstein says that despite the recent market volatility, his fund remains fully invested in stocks. And he says companies in a number of different sectors are offering attractive “margins of safety”.

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