Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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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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Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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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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