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Disclaimers Performance Prospectuses and Forms
The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology
Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples
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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)
Watch NowDeeper Look at Two Recent Buys
Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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