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Holley says the deal with such a high-profile client endorses his firm's investment philosophy and process and could go a long way in helping it win new clients.
Accountants should examine every trust, sitdown with beneficiaries and review the whole investment philosophy.
We ought to select managers with an investment philosophy that is long term.
Meritage/Oppenheimer Real Estate Value Partners I, LP and Ivy Realty Fund I share a similar investment philosophy.

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