While 2022 thus far has been difficult for the equity markets, to say the least, we think plenty of opportunity has been created for those with a multi-year time horizon. In our latest special report, we update seven themes and specific stocks which we think those who share our long-term view should be considering as we move into the second half of the year and beyond. True, there is a litany of what we believe to be inexpensive names, but one must still construct a diversified portfolio of these equities.