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

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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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Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)

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In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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Recognize that Market Declines are Inevitable

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10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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Investor Education
A Market Correction is an Opportunity.
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