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How Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Navigating Headwinds with Active Management
![Navigating Headwinds with Active Management](/davissma/images/vid110823/headwinds-for-average.png)
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
Watch NowChris Davis on a Portfolio Well Suited to a Market in Transition
![Chris Davis on a Portfolio Well Suited to a Market in Transition](/davissma/images/portfolio-market-transition.jpg)
The Davis Large Cap Portfolio is benefitting as investors refocus on business fundamentals, growth and valuations – and remains significantly undervalued despite its attractive recent returns.
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