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Performance Prospectuses and Forms
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.
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More videos from Selected Funds
Recession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
Watch NowOpportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
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