Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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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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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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