The bursting of the easy money bubble marks a huge transition for the markets

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PM Chris Davis with David Rubenstein of Carlyle Group

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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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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Financials – Underappreciated and Undervalued

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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Investor Education
A Market Correction is an Opportunity.
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