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Asset management
Peter McPhee
Peter McPhee results
Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the ‘duration effect’, or the ability to compound their free cash flows over time, according to Eileen Riley, CFA, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund. The following are key take-outs from my recent…
