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INSIGHTS2021-10-04T17:05:28+00:00

September 30, 2021 Quarterly Letter

With the economy getting back to normal more quickly than expected, the U.S. Federal Reserve will soon start the multi-year process of normalizing monetary policy. In the face of potentially rising interest rates, investor worries are growing: stocks look expensive, bond prices go down when yields rise, and cash earns nothing. But, there is a fourth option: value stocks.

October 1st, 2021|Categories: Quarterly Reports|

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