Global Universe – Seek stocks meeting our growth, quality and valuation criteria, including selective investments in emerging markets
Proprietary Fundamental Research – Our bottom-up process seeks to discover well-managed growing businesses that are unrecognized or undervalued by the market
Unique Opportunities – Focus on quality companies at attractive prices that can grow earnings or recognize value over the long term
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Charitable giving provides a wealth of benefits, including the opportunity to reinforce family unity and legacy. Wealth Strategist Melissa Jacoby compares some of the options for giving, and their estate plan impacts.
