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Barry Schwartz - What It Takes to Manage Other People's Money

A.U.M.

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Ethical Investment Strategies and Tech Growth

This chapter explores a firm's investment philosophy, focusing on ethical exclusions and preferred sectors such as technology and industrials. It discusses the transformative impact of technology firms over the past two decades, highlighting the importance of diversification and the rise of dominant platform businesses. The chapter emphasizes cautious optimism about investments in AI and technology, particularly focusing on Apple's market potential and its role in a balanced portfolio.

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