Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

More Videos

Investment Themes in the Portfolio Today (1:53)

Investment Themes in the Portfolio Today (1:53)

Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
Watch Now
Uncovering Opportunities in the Tech Sector (3:35)

Uncovering Opportunities in the Tech Sector (3:35)

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
Watch Now
Barron's Interview: Risk May Not Be What You Think It Is

Barron's Interview: Risk May Not Be What You Think It Is

PM Chris Davis offers perspective that can help every investor.
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More

Click here for current fund holdings: DUSA