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 experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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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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Investor Education
A Market Correction is an Opportunity.
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