This year, the market is trying to tell you to be selective. If you look at the stocks that have moved, it really has not been just 30 big stocks; it's been all asset classes, all styles -- value and growth have delivered. The ones that are really getting fundamental financial guide, post-traction are those that are delivering. So my guess is selectivity is the key, and I think you've got to be in kind of best-of-breed solutions right now.
- Phil Dow
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