In 2020, it felt like we went through an entire market cycle that would regularly take years to play out. So where do we stand now? In short, we like how our portfolios are positioned in high-quality companies and are optimistic about several trends we continue to see.

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Participants:

Eric Bergeson, President
Paul Lambert, Portfolio Manager
Jagjit Sahota, Portfolio Manager

THIS REPLAY IS INTENDED FOR INSTITUTIONAL INVESTORS ONLY