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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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Where are Contrarian Investors Finding Great Businesses at Discounted Prices Today? China.
China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.
Watch NowOpportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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