Over the last two weeks, the U.S. defense sector has traded off by about 10% while the S&P has remained flat. A combination of factors probably contributed to the sell-off, but the move prompted much investor angst as to whether this was the start of something bigger. To paraphrase Winston Churchill, we do not believe that the end is nigh for defense stock outperformance. Instead, we should prepare ourselves for the natural evolution of the cycle and a gradual contraction of the ...

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