Protection From Tariffs, Boost From AI, Market-Beating Returns: Why Enbridge Is Set To Win

Core Insights - The focus is on long-term investment strategies in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more reliable driver of returns than valuation alone [1] - The investment approach is informed by a diverse academic background, enhancing both quantitative analysis and market narrative interpretation [1] Investment Philosophy - The goal of investment is to ensure sufficient assets for freedom in work and life, rather than to escape work entirely [1] - The management of investments is aimed at providing for future generations while allowing for personal expression in work [1]