Well worth spending an hour to listen to the podcast or skim the transcript. (This longtime PRWCX holder remains very pleased and comfortable with Giroux's investing philosophies & performance.)
David Giroux: 'What Are the Market Inefficiencies We Can Exploit?'
A two-time Morningstar Fund Manager of the Year winner on the benefits of concentration, the attractions of utilities and BB bonds, and his team's focus on "return on time spent."https://www.morningstar.com/podcasts/the-long-view/95