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"Value investors typically aren't momentum players. Todd Lowenstein of the HighMark Value Momentum Fund tries to strike a balance between the two camps."We are patient, contrarian investors much like discount shoppers, always on the lookout for the best bargains," Lowenstein said. "The stocks we buy tend to be under-valued, misunderstood, out-of-favor and unloved." Lowenstein's favorites are News Corporation (NWS), Ashland Inc. (ASH) and Bristol-Myers Squibb Co. (BMY)."

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