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Chris Davis - A Multifaceted Perspective on Financial Services

Value Investing with Legends

CHAPTER

What Is the Impact of Dispersion?

The value of some companies is driven by perceptions about their future cash flows, but not necessarily to reality. There's been such a huge divert gence in the performance over five years, ten years, 15 years, of domestic verses international that far exceeds the divergence in the performance of the underlying businesses. So i would say that, in our view, this could be an opportunity if we are right. But you know, it's curious to me that our portfolio currently, over the trailing five years, has produced a growth rate in earnings per share that is higher than the growth rate of the s and p 500.

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