WOLF - Disrupting Inflation: Innovative Companies Can Light The Way

• Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it.
• Historically, inflation and rising rates are no friend to high-growth companies, whose valuations are based on the present value of future earnings.
• Inflation and rising rates may affect short-term share prices of fast-growing and innovative companies. We have long believed that disruptive innovation is a deflationary driver across many industries.

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