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Performance Prospectuses and Forms
Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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More videos from Selected Funds
How COVID-19 Impacts Portfolio Positioning
Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
Watch NowIs the Long Term Bull Market Still Intact?
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
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