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The Bear Market in Innovation Growth Names
It's been coming up on two years of a bear market in innovation growth names that I prefer. We've spent most of 21 and 22 kind of at three or so on the risk spectrum. Many of the stocks that I like are down 40 to 80% off their high. But I'm seeing a lot of bottoming action in many of them. And if there are good fundamentals behind that, we're adding to those types of names.