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The Value Perspective at the New York Quality Growth Conference

The Value Perspective

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Exploring Global Investment Opportunities

This chapter examines the necessity of expanding investment horizons beyond the U.S., highlighting standout luxury companies and promising emerging market banks. The conversation emphasizes the significance of quality investments, strategic diversification, and the potential of active management in achieving long-term growth despite market volatility. Insights from recent conferences highlight the complexities of value and quality investing, underscoring the importance of informed decision-making based on deeper valuation assessments.

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