The Quality Opportunity Grows
The section of our investable universe that we would consider buying has grown, giving us a better opportunity set going forward.
Kit Winder
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Emerging Quality
Our next recommendation, more than any other, exemplifies and is driving the catch-up in Latin American growth.
Venture: Soft Commodities
For the first time, Venture looks at agricultural commodity prices and selects the one most likely to perform during this oil shock.
Quality Assurance
Our next recommendation is a globally diversified TIC that serves multiple sectors, reducing its vulnerability to weakness in any area.
Venture: Digital Assets
The price of Bitcoin is rebounding, and if that continues, crypto-related stocks will follow suit.
Quality's Peace Dividend
In the short term, quality stocks have similar market reactions to bonds. They are stable companies with resilient cash flows,