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Performance Prospectuses and Forms
Deeper Look at Two Recent Buys
Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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A Tale of Two Markets
The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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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