What we own and Why

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Also very interesting to see the contrast between West Fraser and Canfor since the financial crisis. Both groups pursued diversification through acquisitions in the US/Europe but West Fraser has been the clear winner.

2 replies by Tim McElvaine and others

Luke Geiger

Aug 23Edited

Your Canfor position is a very interesting one to me Tim!

What is your view regarding the Canfor Pulp and its future as a standalone business?

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A Value Fund

What we own and Why

McElvaine Value Fund Semi-Annual Report

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