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Performance Prospectuses and Forms
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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Performance Dispersion Creates Opportunity
How a decade of underperformance of value vs growth and international vs domestic can create investment opportunity.
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Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.
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