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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Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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