By Lewis Johnson - Chief Conclusion Our level of caution varies depending on where we are in the cycle in terms of time and valuation. The discipline of replacement cost analysis helps us in this endeavor.
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April 6th
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Portfolio Construction for a Challenging World,
Thinking About the Future
By Lewis Johnson - Chief Conclusion Clients are an investment firm’s most important assets. Our goal is to treat clients like the critical partners they are in the investment process. Working together with them, is our[…]