Investing through Adversity - Chris Davis on Consuelo Mack’s WealthTrack

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.

Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles

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.