Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Investment Themes We’re Focusing On Today

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Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Education
A Market Correction is an Opportunity.
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