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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Uncovering Opportunities in the Tech Sector (3:35)

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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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Separating Hype from Opportunity – Investment Implications of AI (4:44)

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How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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Why look around the world for investment opportunities?

Why look around the world for investment opportunities?

Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Investor Education
A Market Correction is an Opportunity.
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