Portfolio Manager Insights

Davis PMs on our portfolios, the markets and successful investing.

Videos

The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors

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With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.

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Investor Education

Mastering the Mental Game of Investing

A Market Correction is an Opportunity.