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

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Free Cash Flow Yield as a Measure of Value (2:13)

Free Cash Flow Yield as a Measure of Value (2:13)

The insight that this obscure statistic can reveal about the valuation of a business
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Davis Advisors: Proven Active Management

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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Correlation Does Not Equal Causation

Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Investor Education
A Market Correction is an Opportunity.
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