Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples.

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Where do we see risk and opportunity today?

Where do we see risk and opportunity today?

Chris Davis on areas that seem safe but may be at risk, and others that are unloved where the opportunity may be greater
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Why International

Why International

Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Barron’s interviews PM Chris Davis – Podcast

Barron’s interviews PM Chris Davis – Podcast

Where we are now in the market cycle, opportunity in “undervalued Growth” and durable “growing Value” plus the mindset of a successful investor in volatile times
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.