There are over 2500 companies in EAFE ACWI, but not all are great (or even good). Rigorous research can help separate winners from losers.
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Investment Lessons from My Grandfather & Father
“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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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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Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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