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Performance Prospectuses and Forms
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Deeper Look at Two Recent Buys
Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
Watch NowTargeting 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.
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