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Performance Prospectuses and Forms
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.
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Opportunities in Financials Outside the U.S.
Identifying well managed, strong, growing, conservatively-run Financials in healthy, well-regulated countries at attractive prices (Nordics, Switzerland, Singapore, etc.)
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The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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