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Redefining Equity Market Portfolios with Venture Capital

Venture capital has emerged from the shadows, accounting for a growing share of the global equity market and becoming too large to be overlooked.

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Economic Moat

Reasons to Believe in US SMID Caps
Equity

10 Undervalued Wide-Moat Stocks
Economic Moat

Growth & Value Traps: Style Investing Through a Moat Lens
Equity

Morningstar US Broad Style Wide Moat Focus Indexes
Economic Moat

Applying a Selective Lens to US Small & Mid-Cap Stocks
Equity

Big Ideas About Small Caps
Equity

Morningstar Wide Moat Focus Index and the “Magnificent Seven”
Economic Moat

Equity Investing with a Moat Focus
Economic Moat

5 Stocks for a Potential Debt Reckoning
Equity

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Dan Lefkovitz

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Andrew Lane

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