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The Motivating Principle for an Inflation Beneficiary Fund
INFL is an inflation beneficiaries fund where you're actually trying to benefit from inflation. It focuses on businesses that are capital light, so the revenue goes up without a commensurate rise in expenses. These companies give you access to these inflationary markets, but in a capital light business model. And I think that's going to be the critical differentiator in this inflation cycle and make money inequities or do just fine.