- At Entasis we prefer to hit for high average than to swing for home runs. Over time it should produce more consistency and less volatility.
- We believe the U.S. stock market is priced close to perfection. When that happens, it does not take much to disappoint. Globally, there remain pockets of opportunity.
- Until a significant portion of the population gets vaccinated, we expect an uneven recovery and further fiscal and monetary stimulus.