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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Performance Prospectuses and Forms

Experience, skin-in-the-game and low fees

Three important attributes of successful fund managers

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Wisdom from Buffett, Munger & Graham

The profound influence these investment icons have had on our firm and philosophy.

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Davis Funds