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https://www.barrons.com/articles/small-value-investing-gold-miners-oil-retail-timber-614ba197

This Top Small Value Fund Finds Bargains in Gold Miners, Oil, and Retail

By
Lewis Braham
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Old school—that’s the best way to describe Scott Barbee. As the portfolio manager of the Aegis Value fund, he employs a valuation discipline few of his peers practice anymore—looking for discounts to companies’ book values, or net worth.

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