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Own. Innovate. Diversify
Flexible. Resilient. Dynamic
靈活多變 · 強韌不息
Key Risk | Defense | |
---|---|---|
Margins | Inflation | Wide margins, pricing power |
Ownership | Slowing Growth | Nimble management to navigate a downturn |
Advantages | Slowing Growth | Competitive advantages and durable growth opportunities |
Tenacity | Rate Volatility | Low leverage and/or long-term financing |
Key Risk | Defense | |
---|---|---|
Margins | Inflation | Wide margins, pricing power |
Ownership | Slowing Growth | Nimble management to navigate a downturn |
Advantages | Slowing Growth | Competitive advantages and durable growth opportunities |
Tenacity | Rate Volatility | Low leverage and/or long-term financing |
PORTFOLIO CONSTRUCTION AND STRATEGY
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PORTFOLIO CONSTRUCTI AND STRATEGY