Klaus Vedfelt/DigitalVision via Getty Images Investment Thesis The market experienced a selloff by the latest PMI data and the unimpressive US unemployment numbers. Wall Street is getting nervous, with growing concerns that American wallets are snapping shut and the economy might be losing steam. In the wake of the market tumble, we've seen a predictable flight to safety - cash is pouring into classic defensive plays like healthcare stocks and utilities. We see potential opportunities for investors in t ...