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By Phil Davidson & Peter Hardy, CFA - April 2019

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Executive Portfolio Manager
Peter Hardy, CFA
Peter Hardy, CFA
Sr. Client Portfolio Manager
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April 2019 | Market Perspective

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Off-price retailers offer customers the thrill of the hunt, making them an attractive investment theme among growth stocks.

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As value investors, we believe the factors that drove down the share prices of many well-managed, energy-related companies are overstated. Energy companies may have the potential to return to historic profitability levels via improved efficiencies and cost cutting, providing compelling opportunities.

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