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Two Blokes Sat at 11:00 AM -
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FBCG's heavy tech and Mag7 exposure offers high-growth potential but increases idiosyncratic risk and volatility versus the S&P 500. Recent performance has shown strong momentum, but risk-adjusted returns have lagged. Slowing economic growth, labor market weakness, and higher inflation create a challenging backdrop for growth funds like FBCG in the near term.
