Return to Video Archive
Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
Share Return to Video ArchiveMore videos from Davis SMA
How COVID-19 Impacts Portfolio Positioning
![How COVID-19 Impacts Portfolio Positioning](/davissma/images/covid_video_thumb.jpg)
Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
Watch NowThe Easy Money Era – Who Was Hurt
![The Easy Money Era – Who Was Hurt](/davissma/images/vid110823/who-hurt.png)
The long period of low interest rates punished companies who were succeeding by traditional measures
Watch Now