Return to Video Archive
Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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 NowHow Investors Should Prepare for the End of the “Easy Money” Era
![How Investors Should Prepare for the End of the “Easy Money” Era](/davissma/images/vid060823/easy-money-2.jpg)
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
Watch Now