Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Davis Advisors – Unique Attributes

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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Impact of Inflation & Rising Rates on Portfolio Positioning

Impact of Inflation & Rising Rates on Portfolio Positioning

Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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The Mindset Required to Navigate Crises and Uncertainty

The Mindset Required to Navigate Crises and Uncertainty

The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.