Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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The Bursting of the Speculative Bubble
The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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