Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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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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