Current Events

Our Portfolio Managers on the Markets, New Opportunities and the Mindset of Successful Investors

The Mindset Required to Navigate Crises and Uncertainty (9:06)

The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.

Equities Role During Periods of Inflation (5:43)

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

The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology (3:04)

Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples.

“Fragile Value” & “Speculative Growth” Areas to Avoid (4:33)

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

Where Should Investors Hide in Today’s Market (2:39)

High quality, resilient, cash-generating businesses bought at attractive prices may be the place to be if you are concerned with protecting long term purchasing power in a period of higher inflation.

Recession Potential and Impact on Portfolio Positioning (3:18)

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.

Barron’s interviews PM Chris Davis – Podcast (47:49)

Where we are now in the market cycle, opportunity in “undervalued Growth” and durable “growing Value” plus the mindset of a successful investor in volatile times

Actively managed. Benchmark agnostic. Intra-day liquidity.

Annual 2022 PM Reviews

Our Portfolio Managers on the markets and how we are positioning portfolios now to pursue the opportunities being created.

About Davis

Time-Tested True Active Management

Fifty Years of Investing Experience
Fifty Years of Investing Experience
Different from the Index
Different from the Index
Invested Together
Invested Together

With the Traditional Benefits of ETFs

Low cost, tax efficient, transparent
Low cost, tax efficient, transparent
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Wisdom of Great Investors

Timeless principles from some of history's most successful investors: Warren Buffett, Ben Graham, Charlie Munger, and others.

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Insights & Commentary

Inside ETFs Podcast: See Straight Through ETFs with Chris Davis

PM Chris Davis on fully transparent, actively managed Davis ETFs; what’s driving our individual stock selection today across US, Global, International and Financial ETFs

Davis & Goei: Actively Managed ETF Pioneers

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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Davis Selected Advisers, L.P. has contractually agreed to waive fees and/or reimburse the Funds’ expenses to the extent necessary to cap total annual fund operating expenses as shown until March 1, 2022. After that date, there is no assurance that the Adviser will continue to cap expenses. The expense cap cannot be terminated prior to that date, without the consent of the Board of Trustees.