Where We See Opportunity, and the Fallacy of Growth vs Value

Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.

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Performance Prospectuses and Forms

PM Chris Davis on why Financials may have significant room to run

How Financials proved their resiliency and may benefit from a decade of upward revaluation

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Investing through Adversity - Chris Davis on Consuelo Mack’s WealthTrack

The mindset that fosters investing success through difficult markets; emerging opportunities for long-term wealth building

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Clipper Fund