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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Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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