How a company management can create or destroy business value over time

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Incorporating DUSA in a Portfolio Allocation (1:44)

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How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
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Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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A Market Correction is an Opportunity.
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