Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Incorporating DUSA in a Portfolio Allocation (1:44)

Incorporating DUSA in a Portfolio Allocation (1:44)

How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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The Danger of Overly Aggressive Growth Assumptions (1:30)

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Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.