Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

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The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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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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Investor Education
A Market Correction is an Opportunity.
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