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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Investing in a Transitioning Market

Investing in a Transitioning Market

The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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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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What to Own and Avoid in Today’s Market

What to Own and Avoid in Today’s Market

What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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Investor Education
A Market Correction is an Opportunity.
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