“There are a lot of funds out there and what we find is that those funds that really distinguish themselves and processes are the ones who’ve done the work long before a company lands on their desk,” commented Justine Mannering, managing director, consumer & retail, Stifel. “When I mean work I mean they really understand the sector, they have a thesis around the sector, they know the companies, they know what the issues are and they know what the upside is for them.”

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