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INSIGHTS2021-07-01T15:42:14+00:00

June 30, 2021 Quarterly Letter

With growth stocks having reasserted themselves as interest rates trended lower during the second quarter, some naysayers are already predicting the end of this value cycle. I couldn’t disagree more. For one, I continue to believe that bond yields have separated from reality due to price manipulation on behalf of central banks at home and abroad.

July 1st, 2021|Categories: Quarterly Reports|

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