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SARO - Next Century Growth Investors Q4 2024 Commentary
StandardAero Inc.
2025-01-16 06:25:00 ET
Summary
In the fourth quarter of 2024, equity markets were positive and large cap stocks generally outperformed small cap stocks.
Overall economic data continues to be mostly solid, and inflation continues to decline and is now approaching the Fed’s target level of 2%, although it has remained stickier than Fed expectations.
Our investment philosophy emphasizes direct research and adhering to a strong sell discipline.