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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“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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Electrification, Teck Resources & the Supply / Demand Mismatch in Copper (3:25)

Electrification, Teck Resources & the Supply / Demand Mismatch in Copper (3:25)

How companies like Teck Resources are helping to meet the challenges of building out electrical capacity in a transitioning world
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Correlation Does Not Equal Causation

Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Investor Education
A Market Correction is an Opportunity.
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