The $68b bargain hunter loading up on cyclical stocks
Richard HendersonReporter
Three decades ago, John Goetz, co-chief investment officer for Pzena Investment Management, was working for an oil conglomerate, crisscrossing the globe to manage projects for the company’s plastics arm.
Goetz was then running Amoco Corporation’s polypropylene business, overseeing material vital to the plastics sector that makes pipes, chairs and even the lids on Tic-Tac containers.
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