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Latest Market Updates
Davis Appreciation and Income Fund Fall Review 2021—Davis Advisors
The financial resiliency and health of most major economies have been tested, but one by one, they ...
Investment Managers Coming Around to a Higher EM Allocation
BlackRock’s Investment Institute recently published the investment thesis that investors should do ...
Davis Select U.S. Equity ETF Semi-Annual Review 2021—Davis Advisors
Within the traditional growth category, growing euphoria has led to bubble prices for many compani ...
Davis Select Financial ETF Semi-Annual Review 2021—Davis Advisors
In our opinion, financial stocks have a more attractive balance of risk and reward than any other ...
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.