The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.

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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Why Select Banks are Undervalued Today

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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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Evolution of the Economy is Creating Unique Opportunities

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Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Investor Education
A Market Correction is an Opportunity.
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