PM Chris Davis on why Financials may have significant room to run

How Financials proved their resiliency and may benefit from a decade of upward revaluation

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Performance Prospectuses and Forms

Performance Dispersion Creates Opportunity

How a decade of underperformance of value vs growth and international vs domestic can create investment opportunity.

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How Inflation Impacts Portfolio Positioning

The types of companies that may continue to thrive if inflation increases.

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Selected Funds