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Insights & Manager Commentary

by Craig Love, on April 27, 2023

Kensington Market Insights - April 6 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on April 06, 2023

Kensington Market Insights - April 6 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

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Topics:Manager CommentaryKensington

by Craig Love, on April 05, 2023

In the less than a month since the March 10 Silicon Valley Bank failure, stocks are actually up over five percent. Go figure. It appears that any news that may …

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Topics:Manager CommentaryChurchill