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.

More Videos

PM Chris Davis with David Rubenstein of Carlyle Group

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.
Watch Now
Why should equity investors be optimistic about the next decade?

Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective
Watch Now
The Types of Businesses That Can Build Generational Wealth

The Types of Businesses That Can Build Generational Wealth

Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More