As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Navigating Today’s Volatility (3:52)
Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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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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