Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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Chris Davis on the new Davis active ETFs
An overview of each of our ETFs and delivering true active management with the benefits of a traditional ETF structure
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A Tale of Two Markets
A closer look at the “safe-havens” some investors favor today reveals weak fundamentals and high valuations. Conversely, there are growing areas of the market underappreciated and undervalued by investors, creating significant opportunity.
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Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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