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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Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Barron's Interview: Risk May Not Be What You Think It Is
PM Chris Davis offers perspective that can help every investor.
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