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Performance Prospectuses and Forms
Investing Through Ukraine and Other Crises
Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises
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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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The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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