How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

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Why an active management approach to the Financial Sector?

Why an active management approach to the Financial Sector?

Our bottom-up, active approach can better identify company-specific risks, and uncover great businesses at below average prices
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Tuning out the Tweets

Tuning out the Tweets

The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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Barron’s interviews PM Chris Davis – Podcast

Barron’s interviews PM Chris Davis – Podcast

Where we are now in the market cycle, opportunity in “undervalued Growth” and durable “growing Value” plus the mindset of a successful investor in volatile times
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Investor Education
A Market Correction is an Opportunity.
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