Stewardship, Patience and Going Against the Crowd (3:59)

Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.

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.