Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

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The Importance of Healthy Investor Behavior

The Importance of Healthy Investor Behavior

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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Investor Education
A Market Correction is an Opportunity.
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