PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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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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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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