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Performance Prospectuses and Forms
Where are Contrarian Investors Finding Great Businesses at Discounted Prices Today? China.
China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.
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Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
Watch NowPrice is What You Pay, Value is What You Get
Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.
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