Looking Past the Headlines to Uncover Investment Opportunities in China

How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses

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The Investment Landscape in the U.S., Europe and Emerging Markets

Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.

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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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The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology

Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples.

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Investor Education

A Market Correction is an Opportunity.

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