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Performance Prospectuses and Forms
Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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New Fintech entrants have advantages of dynamism, but the development budget of a single “traditional” bank can be bigger than the market cap of most fintech competitors, among other incumbent advantages
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