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Growing a Client's Portfolio With High-Conviction Positioning

Scarce opportunities require a more focused approach to portfolio construction. Here are a few ideas worth exploring in 2022.

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This is the second in a series of four articles collected from Morningstar Investment Management's 2022 outlook, highlighting the most important issues facing investors in the coming year. Philip Straehl is the group's global head of research.

Philip Straehl does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.