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Performance Prospectuses and Forms
The Types of Businesses That Can Build Generational Wealth
Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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A Tale of Two Markets
The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
Watch NowWhat Inning is the Recovery in Financial Stocks in?
Financials’ earnings power and balance sheets are vastly stronger than their current multiples indicate. This may set the stage for a decade-long revaluation.
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