Key Differentiators Employs rigorous qualitative research and a risk-aware portfolio construction process to allow security selection to determine the portfolio's outcome Seeks to own companies that possess the following three criteria: a durable asset base, flexible balance sheet, and strong and sustainable free cash flow Invests when target companys price has relatively meaningful upside potential versus downside risk Transcript Bryant VanCronkhite: Happy New Year
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If you see floating particles, the vial may be contaminated
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