Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
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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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