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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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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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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“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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