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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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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The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
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Chris Davis on Bloomberg ETF IQ
Rediscovering Financials as “growth stocks in disguise” - an important allocation in both DUSA and DFNL
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