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Home » Research » Clipper Fund Annual Review 2021—Davis Advisors

Clipper Fund Annual Review 2021—Davis Advisors

January 29, 2021 / Research Alliance

The extreme dispersion in returns and valuation makes today’s investment landscape a tale of two markets, as reflected in the enormous gap between the performance of the so-called growth and value indices.

Resources

ClipperFundAnnualReview4Q20

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CFIMX, Davis Advisors

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A Drunk Man in the Snow: The Random Walk of Interest Rates—Guggenheim Investments

March 4, 2021

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.

Guggenheim Investments, Inflation, Interest Rates
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A Ripe Environment for Strong Credit Performance—Guggenheim Investments

February 26, 2021

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.

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BBH Funds January 2021 Commentaries

February 24, 2021

BBH monthly commentaries.

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What’s the Value of a Dollar?—BlackRock

February 10, 2021

Rick Rieder and team think that today’s potent policy cocktail holds key implications for economic growth, markets and the value of a dollar.

BlackRock, Fiscal Stimulus, Monetary Policy, U.S. Dollar

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