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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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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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A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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