Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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