How a company management can create or destroy business value over time
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Davis Advisors: Proven Active Management
Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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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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Chris Davis on Bloomberg ETF IQ
Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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