Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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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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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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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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