How a company management can create or destroy business value over time

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Incorporating DUSA in a Portfolio Allocation (1:44)

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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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Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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A Market Correction is an Opportunity.
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