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Growth Opportunities in Digital Transformation

November 15, 2019

Portfolio Manager Aram Green and Software Analyst Hilary Frisch join Jeff Schulze to discuss what the recent rotation out of growth and momentum stocks means for the software, broader technology and other growth sectors they target, the secular growth opportunities afforded by digital transformation of the enterprise as well as the insights gained from following private companies prior to their IPOs.

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  • Past performance is no guarantee of future results.

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