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1.  

00:07 

What Were the Factors That Drove 4th Quarter Performance?

2.  

01:05 

What Continues to Give You Conviction in Energy?

3.  

02:25 

How Has the Healthcare Weighting Changed Over the Last Twelve Months?

4.  

03:35 

Where Are We in the Value Cycle?

5.  

05:04 

What Are the Largest Risks You See Moving Forward?

6.  

05:57 

How Are ESG Engagements Incorporated in Your Investment Process?