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The Value Perspective

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Navigating the Evolving Investment Landscape

This chapter explores the transformation of the investment scene over the last eight years, spotlighting the rise of capital-light technology firms and their competition with traditional industries. The discussion contrasts active and passive investment strategies, emphasizing the enduring significance of active management amid trends favoring passive investments. Additionally, it highlights the importance of bottom-up research, risk assessment, and strategic portfolio management in identifying high-quality, innovative companies.

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