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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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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Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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