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Playing the Recession Playbook in Defense, Part 2

Last week, we discussed how we have been active investors in the defense industry for years. There are a number of aspects we find attractive in the industry:

We have been active investors in the defense industry for a number of years.

Playing the Recession Playbook in Defense, Part 1

We have been active investors in the defense industry for a number of years. There are a number of aspects we find attractive in the industry:

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