The recent market run up has bring the price to value ration from their low points in the mid-high 30%s to the mid-40%s to 50%s Mason Hawkins believes. He also thinks that a number of his holdings would benefit from a moderate inflationary environment. This is his Q2 portfolio update.Mason Hawk ...

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Aon Corporation today announced that Greg Case President and CEO will present at the Annual Merrill Lynch Insurance Investor Conference in New York on Wednesday February 25 2009 at 11:45 a.m.