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 believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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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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