Chris Davis: The Best Results Come From A Combination Of Value & Growth

1. In his recent Semi-Annual Review 2021 , Chris Davis discussed his strategy of selecting a few businesses that combine the best characteristics of both value and growth to achieve the best results.
2. In this environment of wide dispersions, the ability to selectively reject certain companies and sectors from our portfolio may prove just as valuable as the ability to selectively invest in others.
3. Instead, generational wealth is built by investing in those select few businesses that combine durable and resilient growth with attractive valuations.