Managing Concentrated Portfolios of the Highest-Quality Businesses
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Strong Fundamentals in Biotech Justify Even Higher Valuation Levels
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An Investment Strategy Focused on Diversification and Long-Term Goals
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Following Global Macro Trends to Discover Attractive Investments
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Guild, Montague
Improved Volumes, Uptick in M&A Activity Across Medical Devices Space
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Miksic, Matt
Alternative Dosage Forms Create Barriers Against Competition in Generics
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