Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

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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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Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Investor Education
A Market Correction is an Opportunity.
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