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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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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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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