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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Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)

Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
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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.
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Financials – Underappreciated and Undervalued

Financials – Underappreciated and Undervalued

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Investor Education
A Market Correction is an Opportunity.
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