The Sweet Spot of Disinflationary Growth
Nick Niziolek, Dennis Cogan, Paul Ryndak, Kyle Ruge
April 4, 2024
Our team’s investment framework incorporates top-down elements to help guide our bottom-up research. Through a thematic lens, we pay close attention to macroeconomic conditions to understand the global environment and identify potential inflection points. For example, our approach to AI focuses on the entire ecosystem, including industrials and technology companies.
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