The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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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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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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