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Jana Partners Sees Opportunity Despite Losses

The firm says it still believes in its portfolio and that it has dry powder to add to its positions if opportunities arise.

       Barry Rosenstein, Jana Partners (Bloomberg) Barry Rosenstein’s New York–based Jana Partners is apparently on its way to posting its second losing year in the past five. But in its third-quarter report, Jana told clients it thinks its portfolio is “well positioned.” “We have a concentrated group of quality businesses that are trading at

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