High quality, resilient, cash-generating businesses bought at attractive prices may be the place to be if you are concerned with protecting long term purchasing power in a period of higher inflation.

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Barron's Interview: Risk May Not Be What You Think It Is

Barron's Interview: Risk May Not Be What You Think It Is

PM Chris Davis offers perspective that can help every investor.
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Davis & Goei: Actively Managed ETF Pioneers

Davis & Goei: Actively Managed ETF Pioneers

Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF: Rigorous research, high conviction stock selection, a portfolio distinct from the index, low costs, tax efficiency, transparency, intraday liquidity
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Where We See Opportunity, and the Fallacy of Growth vs Value

Where We See Opportunity, and the Fallacy of Growth vs Value

Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth
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Investor Education
A Market Correction is an Opportunity.
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