Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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