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Disclaimers Performance Prospectuses and Forms
The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology
Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples
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Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
Watch NowRecognize that Market Declines are Inevitable
10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
Watch NowThis is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: CF.