Inorganic growth is a notable source of total expected returns from our equity portfolio
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Tapering buybacks would reduce misallocation of cash and move value to companies that depend on organic growth to deliver returns
Growth will be where structural reforms gain traction: Watch EM
A close look at China Cord Blood, one of the growth stocks that form 10-20% of our portfolio
A tutorial: elaborating on our focus on free cash flow and dividends
Exploration of themes to explain our macro beliefs and fundamental investment thesis guiding our portfolio construction process