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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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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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A Market Correction is an Opportunity.
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