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Morning Brief: Many Different Ways to Deliver Alpha

At the annual CNBC Institutional Investor Delivering Alpha conference, managers were notably less bearish than last year and were ready to proffer their best investment ideas.

What a difference a year makes. Last year’s CNBC Institutional Investor Delivering Alpha conference was sort of a depressing affair, as one worry wart after another took the stage to tell us why they were cautious or bearish. Of course, most market indexes surged 15 percent to 20 percent over

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