In-depth investment research and commentary from Litman Gregory and our Research Alliance
Davis Select Financial ETF Annual Review 2021—Davis Advisors
For our bank holdings that possess sizeable investment banking businesses, the surge in trading and underwriting activity spurred on by the COVID-driven...
Davis Select U.S. Equity ETF Annual Review 2021—Davis Advisors
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 p...
Davis Select International ETF Annual Review 2021—Davis Advisors
It is our expectation that oil demand will remain weak for the foreseeable future, as flying and driving slowly recover, and that over the long term, el...
Selected International Fund Annual Review 2021—Davis Advisors
There are good reasons to believe that the next decade will be a continuation of the trend of above average growth in China seen over the past four deca...
Davis New York Venture Fund Annual Review 2021—Davis Advisors
We have not seen such an extreme disconnect between price and value since the late 1990s at the height of the tech and telecom bubble.
Selected American Shares Annual Review 2021—Davis Advisors
Over more than five decades of successful investing, we have built wealth using a simple but powerful equation: Volatility − Emotion = Opportunity
Osterweis Strategic Income Fund Q4 2020 Advisor Teleconference—REPLAY
If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.
Osterweis Fund and Osterweis Strategic Investment Fund Q4 2020 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.
Davis Financial Fund Annual Review 2021—Davis Advisors
We remain optimistic that financial companies—banks and property and casualty insurance companies in particular—are among the most attractively priced i...
Davis Real Estate Fund Annual Review 2021—Davis Advisors
As we reflect on 2020, it occurs to us that for much of the year, real estate securities lived the life of Estragon in Samuel Beckett’s Waiting for Godot.
We Don’t Need No Stinkin’ Valuation Metrics—Osterweis
The question on our minds is whether or not the markets are untethered from the economy to such a degree that investors should more actively seek shelter.
Sailing the Fixed Income Seas in 2021 Webinar Replay
Covering the risks and opportunities across multiple fixed-income sectors with bond market experts from Litman Gregory, Brown Brothers Harriman (BBH), a...