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Investment Themes in the Portfolio Today (1:53)

Investment Themes in the Portfolio Today (1:53)

Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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Undervalued & Underappreciated – The Opportunity Today in Select Financials  (4:05)

Undervalued & Underappreciated – The Opportunity Today in Select Financials (4:05)

Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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The Return to Rationality

The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets
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Investor Education
A Market Correction is an Opportunity.
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