Positiv
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Seeking Alpha
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vor 3 Monaten
During the quarter, we continued to broaden our portfolio's exposure away from companies more vulnerable to disruption from AI, toward companies with durable business models and clear paths to growth. We invested in Dick's Sporting Goods, a consistent share gainer that recently acquired Foot Locker, which we believe offers meaningful upside over the long term. We exited Ares Management, as rece...