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8min chapter
US Floats Stricter Trade Rules to Rein In China’s Chip Industry
Bloomberg Businessweek
Discussing Growth Investing Strategy and Company Trajectories
The growth fund manager at Sylvan Capital shares insights into their focus growth fund performance, emphasizing a broad definition of growth beyond categories. They delve into the growth trajectories of companies like Nvidia and Apple, highlighting fundamental drivers and a bottoms-up approach to analysis. The conversation also touches on a focus growth strategy, managing portfolio risk, and speculating on the future of AI companies, including insights on General Electric's strategic shifts.
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