Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)
The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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