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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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

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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Active Management Can Add Value

Active Management Can Add Value

The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Investor Education
A Market Correction is an Opportunity.
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