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Insights & Manager Commentary

by Craig Love, on December 10, 2020

A widespread uptick in COVID-19 cases in the U.S. and elsewhere is triggering more severe lockdowns as the year-end holiday season approaches. Ordinarily, one would expect markets to be under …

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Topics:Manager Commentary

by Craig Love, on December 05, 2020

After the year we have had its easy to understand how investors may have become fatigued and disoriented. Taking a step back and looking at things over a longer time …

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Topics:Manager Commentary