The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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Investing in a Transitioning Market
The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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