Special Update

Identifying Great Companies
Now Offered at a Discount

Dominant, growing businesses are currently available at prices not seen in years – Exceptional opportunities for investors who think long term

Featured PM Videos

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.

Where We See Opportunity, and the Fallacy of Growth vs Value

Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth

Fall 2021 PM Reviews

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

“…We have built a portfolio that includes growth companies at value prices and value companies with long-term growth. As a result, the portfolio is positioned with less risk and more relative upside than we have seen since the late 1990s.”

Portfolio Manager Chris Davis

Actively managed. Benchmark agnostic. Intra-day liquidity.

Home

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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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

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

Podcast: Does Price Matter? Finding Growing Businesses at Reasonable Prices

Why growing, durable businesses with pricing power, bought at reasonable prices are an attractive choice in a world of rising inflation

Podcast: Has Market Dispersion Turned Investors into Speculators?

In a market characterized by a handful of wildly expensive growth companies, the sweet spot may be “growth” businesses at reasonable valuations, and “value” companies with underappreciated growth characteristics

Financials: Underappreciated and Undervalued

Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade

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.