With market volatility and the stimulus agreement in the news, founding principal Stephen Lee provided the following insight on Cheddar: “We think it’s good for investors with longer-term time horizon to remember to focus on things we do know. There are so many unknowns, but there are things that we do know.” Stephen also told Cheddar, “Let’s focus on those businesses that seem to be able to adapt to a great deal of uncertainty here.”

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