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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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Davis & Goei: Actively Managed ETF Pioneers
Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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Why Investors Should Disregard Short-Term Forecasts
Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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