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INSIGHTS2021-02-01T19:48:36+00:00

March 31, 2021 Quarterly Letter

During these wild market swings, we’ve seen a marked change in the type of companies that investors favor. Former growth darlings are being sold to free up funds to purchase shares of economically-sensitive businesses. Investors want beneficiaries of economic reopening and reflation driven by vaccine deployment and continued fiscal and monetary stimulus. As a result, value stocks have begun to materially outperform growth stocks.

March 31st, 2021|Categories: Quarterly Reports|

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