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A quick update on why it's important to own sufficient consumer discretionary and tech exposure and why mega brands are such great investments. I also provide an update on the portfolio and performance along with a quick inflation, rates, and consumer spending trends.
A quick update on why it's important to own sufficient consumer discretionary and tech exposure and why mega brands are such great investments. I also provide an update on the portfolio and performance along with a quick inflation, rates, and consumer spending trends.
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