Sentiment and Stock Performance Led to a Difficult Year in 2019
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Capital Discipline and a Path to Free Cash Flow Are Key for E&Ps
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Convertible Bonds Set to Benefit from Late-Cycle Rally in Equities
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Picking the Best Stocks by Covering the Entire Capital Structure
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Using a Disciplined Approach to Value Investing
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Aiming to Grow Capital with Value and Bottom-Up Investing
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Value in Small-Cap Asset-Heavy Companies
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