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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Free Cash Flow Yield as a Measure of Value (2:13)

Free Cash Flow Yield as a Measure of Value (2:13)

The insight that this obscure statistic can reveal about the valuation of a business
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Davis Advisors – Unique Attributes

Davis Advisors – Unique Attributes

Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Navigating Headwinds with Active Management

The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Investor Education
A Market Correction is an Opportunity.
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