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A focus on companies that can generate enough free cash flow to raise dividends can help defend an investment portfolio during tough times.
The $1.3 billion Fairholme fund is up 33% this year, better than 99% of peers in Morningstar’s Large Value category.
These mutual funds and ETFs invest in value stocks and earn top ratings from Morningstar in 2023.
When it comes to style investing, the sum of the parts isn’t greater than the whole.
Operator: Good day and welcome to the Fourth Quarter 2022 Westwood Holdings Group Earnings Conference Call. At this time all participants are in a listen-only mode.