Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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Investment Themes in the Portfolio Today (1:53)

Investment Themes in the Portfolio Today (1:53)

Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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Separating Hype from Opportunity – Investment Implications of AI (4:44)

Separating Hype from Opportunity – Investment Implications of AI (4:44)

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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Why International

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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Investor Education
A Market Correction is an Opportunity.
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