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’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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