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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 A Closer Look at Healthcare and Industrials

A Closer Look at Healthcare and Industrials

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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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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“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Education
A Market Correction is an Opportunity.
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