#WisdomWednesdays Do you know what enough money is for you? Without a financial goal in place, just needing “more” is a moving goalpost that can justify taking increasing amounts of risk until it backfires. By establishing a plan with an advisor, an investor can know if they’re making sufficient progress toward their goals and create a buffer against the insidiousness of social comparison or swinging for the fences. The New York Times bestselling author Morgan Housel expands on the concept of enough: #investing #valueinvesting #money
关于我们
? An independent, employee-owned investment management firm founded in 1969. ? A time-tested investment discipline offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. ? Founded more than 50 years ago, our mission has been to serve our shareholders with high integrity. How We Seek to Compound Long-Term Wealth ? We employ a patient, long-term investment approach. ? We seek to beat the index, not mirror it. True active management, high-conviction and benchmark-agnostic. ? We believe stocks represent ownership interests in businesses and therefore we rigorously research company fundamentals. ? We are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results. --------------------------- An investor should consider the investment objectives, risks, charges, and expenses of the Funds carefully before investing. The prospectuses contain this and other information about the Funds. You can obtain a current prospectus calling 800?279?0279. Please read the prospectus or summary prospectus carefully before investing or sending money. Investing involves risks including possible loss of principal.
- 网站
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https://davisadvisors.com
Davis Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- New York
- 类型
- 私人持股
- 创立
- 1969
地点
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主要
获取路线
620 5th Ave
US，New York，10020
Davis Advisors员工
动态
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#WisdomWednesdays We believe the investment backdrop for the next decade will look nothing like the previous one, and we welcome this evolution. Going forward, successful investing will require looking beyond the indexes, focusing on fundamentals, and being disciplined when it comes to valuations. Our Chairman and PM Chris Davis recently shared his thoughts on this with Barron's. The key takeaway? The market's current U-shaped distribution of companies, with cheap but fragile value on the left and high but overpriced growth on the right, has left many compelling opportunities in the middle...but selectivity and rigorous research is critical. #investing #markets #valueinvesting
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#WisdomWednesdays In an expensive market, the key for long-term investors is to find value without sacrificing earnings growth. Our carefully selected group of companies trade at less than 15 times forward earnings. This is a 38% discount to the S&P 500 despite these companies having grown their earnings per share almost 17% per year over the last five years. This combination of durable growth at discount prices is what we believe sets the stage for attractive returns in the years ahead. https://bit.ly/4hN312L #investing #valueinvesting Cboe Global Listings
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#WisdomWednesdays Risk versus the perception of risk.
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#WisdomWednesdays Are we in for a soft or hard landing? Given the excesses of the last decade, we see no reason to imagine that the future will be immune from shocks, crises, volatility and corrections. Our job is not to predict the unpredictable but rather to prepare for the inevitable by investing in what we expect to be durable, profitable businesses with competitive moats and balance sheet strength. As long-term investors, our conviction includes the recognition that short-term corrections and surprises are an unpleasant but inevitable part of the investment landscape. More from our PMs: https://bit.ly/47ASJ1c #investing #valueinvesting
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