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Performance Prospectuses and Forms
Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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Podcast: Does Price Matter? Finding Growing Businesses at Reasonable Prices
Why growing, durable businesses with pricing power, bought at reasonable prices are an attractive choice in a world of rising inflation
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