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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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Getting More Than You Pay For
Chris Davis on a strategy that owns companies with above average earnings, but at a 42% discount to the index; where we see opportunity now.
Watch NowHow the Covid Crisis Proved Financial Sector Resilience
The strengthening of the Financial sector’s balance sheets over the past decade has made them extraordinarily resilient. This is not fully recognized in their valuations, offering opportunity
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