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2020 Q2 Letter to Investors & Introduction of the International Fundamental Stability & Value Strategy
We introduce our International Fundamental Stability and Value strategy (Intl. FSV) and discuss performance and portfolio changes in the U.S. FSV portfolio related to the attractive opportunity set we are seeing within an increasingly bifurcated market.

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2020 Q2 Letter to Investors & Introduction of the International Fundamental Stability & Value Strategy