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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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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