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Global Perspectives: Tapping into a broad set of growth drivers in mid-caps
Manage episode 419200270 series 3311101
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Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.
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