Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series
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
Watch Now
Unpacking DUSA’s Top Performance in 2025
PM Chris Davis on what has helped Davis Select US Equity ETF (DUSA) become one of the top active ETFs in the industry.
Watch Now
PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
Watch Now
Stewardship, Patience and Going Against the Crowd (3:59)
Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
Watch Now
Navigating Today’s Volatility (3:52)
Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
Watch Now
Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)
Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
Watch Now
Amazon, GE and What to Look for in a Business (3:53)
How a company management can create or destroy business value over time
Watch Now
Free Cash Flow Yield as a Measure of Value (2:13)
The insight that this obscure statistic can reveal about the valuation of a business
Watch Now
The Invaluable Role of the Advisor (1:55)
How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth
Watch Now
What Gets You Excited About the Next Decade? (2:49)
Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
Watch Now
AI: Separating Hype from Opportunity (4:17)
Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
Watch Now
Why Cash May Not be King (1:45)
Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
Watch Now
Investing through Volatility
PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
Watch Now
Surprising Growth in Active ETFs (2:30)
Widespread adoption of active ETF strategies, as investors reach beyond index investing
Watch Now
Four Active ETFs from Davis (2:55)
Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
Watch Now
What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)
The basic question our PMs ask: “What kind of businesses do you want to own, and how much do you want to pay?”
Watch Now
A Closer Look inside DUSA (6:09)
Dodd Kittsley, CFA & Davis Director of ETFs, discusses investment themes, types of companies, and the attractive growth / low multiple companies populating the portfolio
Watch Now
Incorporating DUSA in a Portfolio Allocation (1:44)
How investors are using DUSA, the types of managers we pair well with in a diversified portfolio allocation
Watch Now
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
Watch Now
The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)
Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change
Watch Now
The Danger of Overly Aggressive Growth Assumptions (1:30)
Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe
Watch Now
Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
Watch Now
Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)
Identifying the great, but out-of-the spotlight companies that support the current tech revolution
Watch Now
Separating Hype from Opportunity – Investment Implications of AI (4:44)
How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
Watch Now
“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
Watch Now
“Hey ChatGPT – Finish this Building…Oh Wait!” Opportunities in the Industrial Sector (2:25)
Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks
Watch Now
Strategies to Mitigate the Investor Behavior Penalty (3:40)
The most common and damaging investor penalty comes from rushing in at euphoric high prices and panic selling at the lows. Here's a real alternative.
Watch Now
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.
Watch Now
Investment Themes We’re Focusing On Today
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
Watch Now
Tech – The Magnificent 7 and Beyond
Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
Watch Now
AI Impact Across Industries and Sectors
Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations
Watch Now
A Closer Look at Healthcare and Industrials
Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
Watch Now
The Opportunity in Semi-Conductors
The huge, long-term tailwinds driving Semiconductor growth
Watch Now
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
Watch Now
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?
Watch Now
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.
Watch Now
“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Watch Now
Why International
Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
Watch Now
Active Management Can Add Value
The qualities to look for in an active manager that have fostered outperformance versus the passive indices
Watch Now
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
Watch Now
Davis Advisors Launches Davis Select International ETF (DINT)
Listen to Portfolio Manager Danton Goei discuss the launch of DINT - Davis Select International ETF
Watch Now
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
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
The Importance of Healthy Investor Behavior
Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
Watch Now
Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
Watch Now
Why look around the world for investment opportunities?
Investors looking to build wealth should seek the best businesses, wherever they happen to be headquartered
Watch Now
Barron's Interview: Risk May Not Be What You Think It Is
PM Chris Davis offers perspective that can help every investor.
Watch Now
