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Performance Prospectuses and Forms
Opportunity Among World-Class International Businesses at Distressed Prices
Chris Davis discusses bargains among superior international businesses: Twice the growth rates of the index, yet offered at a 35% discount (P/E of 9x).
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Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
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Higher Inflation and interest rates may be returning. How should this impact portfolio positioning?
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