Videos
PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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PM Reviews
| Review | Date |
|---|---|
| Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis | March 2026 |
| DINT PM Semi-Annual Review 2025 | June 2025 |
| DWLD PM Semi-Annual Review 2025 | June 2025 |
| DFNL PM Annual Review 2026 | December 2025 |
