Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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