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

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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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The types of companies that may continue to thrive if inflation increases.
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Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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A Market Correction is an Opportunity.
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