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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Where do we see risk and opportunity today?
Chris Davis on areas that seem safe but may be at risk, and others that are unloved where the opportunity may be greater
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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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Investing In China Today
Many investors misunderstand the opportunities and risks in China. Why? In our view, they are operating from an outdated perception of China’s economy.
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