Ep 113: Sarah Ketterer: Why Cyclicals Have More Room To Run
Investing With IBD
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The Importance of Diversification in a Crisis
Justin: We began as a international global manager, even though we're based in the United States. One of the reasons why I like that is there are more pricing inefficiencies outside of the US market. Stocks are generally less well covered and less well understood. And sometimes that creates a buying opportunity. Justin: The only real mitigate to that because we'll get drawn down with everybody else is that we have a very nimble team.
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