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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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How COVID-19 Impacts Portfolio Positioning
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Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
Watch NowLooking Past the Headlines to Uncover Investment Opportunities in China
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How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
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