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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Where are we seeing opportunities in the current market?
Chris Davis on specific types of companies, as well as a number of sectors we see value in today
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Financials – Underappreciated and Undervalued
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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Inside ETFs Podcast: See Straight Through ETFs with Chris Davis
PM Chris Davis on fully transparent, actively managed Davis ETFs; what’s driving our individual stock selection today across US, Global, International and Financial ETFs
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