Thought leadership
Latest Market Updates
China's Regulatory Actions in Private Education
We have on balance been constructive on most of China’s recent regulatory actions, arguing these w ...
Second Quarter 2021 Attribution Summary
During the second quarter, our tactical asset allocation positions detracted value across models. ...
Osterweis Strategic Income Fund Q2 2021 Advisor Teleconference—REPLAY
If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen ...
Osterweis Fund and Osterweis Strategic Investment Fund Q2 2021 Advisor Webinar—REPLAY
If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, ...
Deflationary vs. Inflationary Concerns
Despite the recent concerns about inflation, we’d be more concerned about deflation (or slower tha ...
Where to Find Decent Yields on Cash
The reality is, when you’re talking about cash, there are no good options, only a choice among una ...
The Importance of Engagement
We’re emphasizing the impact and engagement fund companies are having with our clients’ money.
Selected American Shares Semi-Annual Review 2021—Davis Advisors
Financials remain the cheapest sector in the market.
Clipper Fund Semi-Annual Review 2021—Davis Advisors
Over the longer term, human ingenuity has led to stunning progress in addressing a vast range of h ...
Davis New York Venture Fund Semi-Annual Review 2021—Davis Advisors
While the pandemic of 2020 extracted an awful toll on so many families, it also highlighted the in ...
Inflation Continues to Surprise on the Upside
It is still too early to say to what extent the recent inflation increases are temporary vs. struc ...