Our medium- to long term projected trends that form the bedrock of our portfolio construction process
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A look at the macro environment that justifies our investment belief in strong free cash generators with solid growth
A tutorial: elaborating on our focus on free cash flow and dividends
A discourse to emotionally prepare ourselves for future price volatility and guard from confusing it as risk
We focus on earnings visibility and sustainability in a low growth low rate environment
Exploration of themes to explain our macro beliefs and fundamental investment thesis guiding our portfolio construction process