Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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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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Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
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Undervalued & Underappreciated – The Opportunity Today in Select Financials (4:05)
Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power
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