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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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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What to Own and Avoid in Today’s Market
What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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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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