As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
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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What to Own and Avoid in a Changing Environment
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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