Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
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Investing in a Transitioning Market
The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors
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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.
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Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game
Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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What to Own and Avoid in a Changing Environment
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
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Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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Why All Financials are Not Created Equal
“Financials” are often mistakenly lumped together, despite their wildly differed risk and opportunity profiles. The best are being rewarded by investors, but remain undervalued
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Tech – The Magnificent 7 and Beyond
Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
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A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
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Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the marketsv
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Companies Who Rode the Easy Money Bubble
Examples of how the low interest bubble era fueled speculation and irrational valuations
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The Bursting of the Speculative Bubble
The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era
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What to Own and Avoid in Today’s Market
What types of companies should be avoided, and which stand to benefit from the end of the easy money era
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The Opportunity in Semi-Conductors
The huge, long-term tailwinds driving Semiconductor growth
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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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Evolution of the Economy is Creating Unique Opportunities
Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels
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Finding Value Stocks in a Market Dominated by the Magnificent Seven
Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Why Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
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How Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Volatility is the Price of Admission for Long-Term Returns
To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.
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Equities Role During Periods of Inflation
How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it
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“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Recession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
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The Incredible Value Advisors Can Add During Volatile Markets
How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
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The Types of Businesses That Can Build Generational Wealth
Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Why Successful Investors Keep Emotions in Check
How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Why Investors Should Disregard Short-Term Forecasts
Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Recognize that Market Declines are Inevitable
10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
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Tuning out the Tweets
The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
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Davis Advisors – Unique Attributes
Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Davis Advisors Launches Davis Select International ETF (DINT)
Listen to Portfolio Manager Danton Goei discuss the launch of DINT - Davis Select International ETF
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Davis & Goei: Actively Managed ETF Pioneers
Consuelo Mack interviews PMs Chris Davis and Danton Goei on the key advantages of active management within an equity ETF
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Chris Davis on the new Davis active ETFs
An overview of each of our ETFs and delivering true active management with the benefits of a traditional ETF structure
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Davis Advisors: Proven Active Management
Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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The Davis Select Worldwide ETF (DWLD)
Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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Key Considerations When Placing ETF Trades
Dodd Kittsley, Davis Director of ETFs, on four tips for investing in ETFs, including using limit orders, avoiding trades at the market open and close and more.
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The $1000 Hot Dog
Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
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The Importance of Healthy Investor Behavior
Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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Why look around the world for investment opportunities?
Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
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Wisdom from Buffett, Munger & Graham
The profound influence these investment icons have had on our firm and philosophy.
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Barron's Interview: Risk May Not Be What You Think It Is
PM Chris Davis offers perspective that can help every investor.
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Where is the Market Headed from Here?
No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
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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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