Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

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The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

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Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Investor Education
A Market Correction is an Opportunity.
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