Investment Results (%)
Portfolio Characteristics
Top 10 Portfolio Businesses
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Sharpening the Edge
The strongest businesses often have one thing in common. They build an edge others find hard to match, then reinforce it over time through steady reinvestment and long-term commitment to what sets them apart.
Investment Strategy
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Technological transformation often breeds bubbles. Sr. Portfolio Manager Thomas H. Trentman, CFA, discusses how investors can best read the signposts.