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Performance Prospectuses and Forms
Where We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
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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 NowInvestment Lessons from My Grandfather & Father
“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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