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Performance Prospectuses and Forms
Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
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Targeting Great Global Businesses at Nearly Half the Price of the Index
Chris Davis reviews a highly selective strategy that owns global businesses growing dramatically faster than the companies of the index, but at a 48% discount.
Watch NowWhen do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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