Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples

Related Videos


Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.


Why We Believe Select Banks are Undervalued Today

Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

Share this Video

This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DNYVF, DGF, DIF.