Rare Barron’s interview with Meryl Witmer, also see video on her favorite pick for 2014 here.
Excerpt from Barron’s with Meryl Witmer below
Barron’s: How does the market look to you?
Corsair Capital Launches New SPAC Fund
Last year, 248 Special Purpose Acquisition Companies were launched on the public markets. That was up from a total of 59 in 2018 and 46 in 2018. Q4 2020 hedge fund letters, conferences and more The sector is expected to see further growth in 2021. This year, 144 SPACs have already been priced, and another Read More
Witmer: We like to own good companies that are growing and generating free cash flow, and we like to buy them relatively cheaply. We don’t concentrate on the macro backdrop. Stocks aren’t inexpensive, and we don’t see tons of opportunities. It is hard to see a reason for the market to move one way or another through year end.
Meryl Witmer’s Picks
Link to full interview here