Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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Barron's Interview: Risk May Not Be What You Think It Is

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PM Chris Davis offers perspective that can help every investor.
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The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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Investor Education
A Market Correction is an Opportunity.
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