Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
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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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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