Summary

Our highest conviction ideas are selected for this research-focused approach that identifies what we believe are best of breed companies with a sustainable competitive advantage and growth potential, trading atwhatwebelieveareattractivevaluations.

Municipal Treasury ratios fluctuate throughout the third quarter.

Increasing signs of a softening economy spur Fed action.

California earns an upgrade, while Illinois sees a victory in court.

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2019-10-17