Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.

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AI Impact Across Industries and Sectors

AI Impact Across Industries and Sectors

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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Why International

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Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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Investor Education
A Market Correction is an Opportunity.
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