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Major Retail Collapse Could Lead to a Thrift Boom

Bloomberg Tech

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Are You Really Looking at Valuations?

Our portfolio is definitely tilted in thein in the health care sector. So we do want to be a little defensive from that standpoint. But even those names, if they're high growth, are down a lot from where they were no nine, 12 months ago. They're starting to kind of bump up against pretty interesting valuations.

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