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Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples.
By DynamicVice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples.

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