In a World of Opportunity, Selectivity is Critical

There are over 2500 companies in EAFE ACWI, but not all are great (or even good). Rigorous research can separate winners from losers.

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Performance Prospectuses and Forms

Why financials are more attractive today than in decades

The opportunity: Financial companies' valuations do not reflect their growing earnings power and stronger balance sheets

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Where do we see risk and opportunity today?

Chris Davis on areas that seem safe but may be at risk, and others that are unloved where the opportunity may be greater

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Davis Funds