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Dakota Live! Podcast: Investing in the Future of Pediatrics with Children’s Healthcare of Atlanta

Dakota Live! Podcast

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Specialists, Generalists, and Portfolio Allocation

The chapter discusses the use of specialists and generalists in different areas of the market, emphasizing the importance of understanding the Chinese market. It also delves into the portfolio's allocation, with 70% in equity and 30% in defensive assets, and touches on themes like technology, life science, and Africa.

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