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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game
Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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How COVID-19 Impacts Portfolio Positioning
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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 NowHow Investors Should Prepare for the End of the “Easy Money” Era
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As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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