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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Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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