◀ The Principal Blog

Create successful teams through shared goals



“I’m gonna lean up against you, you just lean right back against me. This way, we don’t have to sleep with our heads in the mud. You know why we a good partnership, Forrest? ‘Cause we be watchin’ out for one another. Like brothers and stuff.”   -Bubba, “Forrest…

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Views from the CIO: Three Reasons We (Still) Like the Healthcare Sector



I am often asked the same question of why I (still) like healthcare so much. Since 2010, our global unconstrained portfolios have carried significantly larger weights to the healthcare sector than conventional cap-weighted indices. We believe the benefit of owning healthcare stocks is they can…

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