Looking Past the Headlines to Uncover Investment Opportunities in China

How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses

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Price is What You Pay, Value is What You Get

Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.

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Why should equity investors be optimistic about the next decade?

The folly of short term forecasts, and putting current stock market valuations into perspective

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Barron’s Interviews Chris Davis – Three Timely Insights for Investors

Chris Davis on why investor mindset is so important in environments like today’s, why volatility can be an investor’s friend, and emerging opportunities for the disciplined investor.

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Investor Education

A Market Correction is an Opportunity.

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