Over 60 Years of Investing Experience

Over 60 Years of Investing Experience

  • Independent, employee-owned asset-manager
  • Equity specialists following a consistent, time-tested investment discipline
  • Over $25 billion in assets.* Offering ETFs, mutual funds, SMAs, variable annuities and offshore funds
  • Evaluate financial strength and profitability, competitive advantages and quality of management.
  • Make proprietary adjustments to earnings to arrive at true value of company
  • Long-term time horizon. Low turnover.
Different from the Index

Different from the Index

  • Actively managed. High-conviction. Benchmark-agnostic.
Invested Together

Invested Together

  • Davis* has more than $2 billion invested side-by-side with clients
  • We invest in every ETF we manage
Investment Lessons from My Grandfather & Father

Investment Lessons from My Grandfather & Father

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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*

As of December 31, 2016.