Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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Davis Advisors – Unique Attributes
Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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