The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Why look around the world for investment opportunities?
Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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