High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
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Is There Inflation in Your Portfolio?
We tend to be bottom up investors, right? We scan through stocks every every week. But then we try to temper that enthusiasm with an understanding what's going on in the economy and in the world. And you know, you do have a willingness to raise cash when you see the conditions, you know, there to merit it.
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