Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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