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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Navigating Today’s Volatility (3:52)
Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among 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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