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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Recognize that Market Declines are Inevitable
10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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The Types of Businesses That Can Build Generational Wealth
Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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