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

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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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The $1000 Hot Dog

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Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
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Financials – Underappreciated and Undervalued

Financials – Underappreciated and Undervalued

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Education
A Market Correction is an Opportunity.
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