Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

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PM Chris Davis with David Rubenstein of Carlyle Group

PM Chris Davis with David Rubenstein of Carlyle Group

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)

Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)

In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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Recognize that Market Declines are Inevitable

Recognize that Market Declines are Inevitable

10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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Investor Education
A Market Correction is an Opportunity.
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