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Performance Prospectuses and Forms
Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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How COVID-19 Impacts Portfolio Positioning
Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
Watch NowAudio: Morningstar interviews Chris Davis - Separating short-term volatility from long-term opportunity
Chris Davis on the market reaction to COVID-19; how we are identifying those strong, durable franchises that have been mistakenly marked down based on short-term market concerns
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