Nuance Concentrated Value Due Diligence Report

In July of 2012, we initiated due diligence on Nuance Concentrated Value. Our research included se ...


Davis Financial Fund Annual Review 2022—Davis Advisors

The year 2022 has been difficult for many asset classes. Not only were investors confronted with a ...


Clipper Fund Annual Review 2022—Davis Advisors

In 2022, for the first time in nearly half a century, investors faced the combination of declining ...


Student of the Market —BlackRock

Stay ahead of the markets with monthly insights from BlackRock.


Where is the Recession?—BlackRock

As central banks continue the fight against inflation, BlackRock’s equity market experts reveal wh ...


Artisan Partners Quarterly Commentaries—4Q 2022

The most recent quarterly commentaries for Artisan Partners are now available. We would also like ...


Davis Select U.S. Equity ETF (DUSA) Annual Review 2022—Davis Advisors

A decade of distortions caused by historically low interest rates has definitively ended. Though p ...


Davis Select Financial ETF (DFNL) Annual Review 2022—Davis Advisors

The year 2022 has been difficult for many asset classes. Not only were investors confronted with a ...


Osterweis Strategic Income Fund Q4 Advisor Webinar - Replay

If you missed the Osterweis Strategic Income Fund quarterly update webinar on January 12, 2023, yo ...


Osterweis Fund and Osterweis Growth & Income Fund Q4 Advisor Webinar - Replay

If you missed the Osterweis Fund and Osterweis Growth & Income Fund quarterly update webinar o ...


Mastering the Mental Game of Investing—Davis Advisors

How you think and behave when investing is as important as what you own. Chris Davis (Portfolio Ma ...


Artisan Event | Generating Alpha in Today’s Emerging Markets Landscape

Hope all is well. Please join us for a luncheon and an investment discussion on February 15th with ...