Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)
Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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