Bernard Horn Comments on Duni AB

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Mar 21, 2016

Previously owned government and industrial sites have opened for sale, allowing homebuilders to purchase those sites that are more difficult to remediate and develop. Duni AB (OSTO:DUNI, Financial), a Swedish supplier of paper goods and tableware, was up on earnings news, growth in its core table top disposables, efficient operation of its paper mill and favorable exchange rates.

From Bernard Horn (Trades, Portfolio)'s Global Value Fund annual letter 2015.