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Performance Prospectuses and Forms
Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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More videos from Clipper Fund
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
Watch NowPerformance Dispersion Creates Opportunity
How a decade of underperformance of value vs growth and international vs domestic can create investment opportunity.
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