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Performance Prospectuses and Forms
Targeting Great Global Businesses at Nearly Half the Price of the Index
Chris Davis reviews a highly selective strategy that owns global businesses growing dramatically faster than the companies of the index, but at a 48% discount.
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The Investment Landscape in the U.S., Europe and Emerging Markets
Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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