Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
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Why Select Banks are Undervalued Today
We believe that select Banks may be among the best opportunities in the market today, as investors significantly overestimate the risks and underestimate the upside potential of these durable businesses
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The Mindset Required to Navigate Crises and Uncertainty
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.
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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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The Opportunity in e-Commerce, Healthcare Services & Workhorse Technology
Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples.
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Barron’s interviews PM Chris Davis – Podcast
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
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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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Where Should Investors Hide in Today’s Market
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.
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Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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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 Advantages of Being a Global Investor Today
Many countries have managed their economies and stimulus programs more conservatively than the U.S., and may have less inflation risk.
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Is the Long Term Bull Market Still Intact?
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market.
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Opportunity in Financials and Investor Misperceptions
Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations.
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Impact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
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Investing Through Ukraine and Other Crises
Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises.
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Ukraine and the U.S. Economy
Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains.
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Ukraine and the Economies of Europe, Asia
Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe.
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When do Today’s “Story Stocks” become Irrational Investments?
A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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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
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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
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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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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
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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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A Tale of Two Markets
The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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Looking Past the Headlines to Uncover Investment Opportunities in China
How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
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The Investment Landscape in the U.S., Europe and Emerging Markets
Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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Price is What You Pay, Value is What You Get
Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.
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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
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Opportunities in Today’s Market
Companies and sectors that we believe represent the greatest opportunities today, ranging from high growth digital economy leaders to great, durable and growing companies being offered at prices not seen in years.
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How COVID-19 Impacts Portfolio Positioning
Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
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Davis Advisors Firm Update
Davis Advisors is an independent, employee-owned investment firm that specializes in managing equity portfolios. Our process has been honed over 50 years and three generations of investment success. See the video for more.
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Barron’s Interviews Chris Davis – Three Timely Insights for Investors
Chris Davis on why investor mindset is so important in environments like today’s, why volatility can be an investor’s friend, and emerging opportunities for the disciplined investor.
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Audio: Chris Davis on Meb Faber Show — Equity Investing and Investor Behavior
Chris Davis on why successful wealth-building is heavily determined by investor behavior, building financial literacy among your children, the danger of following market forecasts, areas of interest we are identifying
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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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A Tale of Two Markets
A closer look at the “safe-havens” some investors favor today reveals weak fundamentals and high valuations. Conversely, there are growing areas of the market underappreciated and undervalued by investors, creating significant opportunity.
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The Case for Investing Internationally
International stocks have historically exchanged leadership with domestic stocks over decade-long periods. Current valuations argue for taking a hard look at expanding your investment search outside the U.S.
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In a World of Opportunity, Selectivity is Critical
There are over 2500 companies in EAFE ACWI, but not all are great (or even good). Rigorous research can help separate winners from losers.
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Investing In China Today
Many investors misunderstand the opportunities and risks in China. Why? In our view, they are operating from an outdated perception of China’s economy.
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Davis ETFs and the Opportunity in International Equities Today
Dodd Kittsley, CFA & Davis National Director, discusses Davis’ active equity ETFs, why we believe investors should reserve a place for active management and trends driving international investment returns.
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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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Long-Term Trends Driving International Returns
Demographic and economic tailwinds that are driving long-term growth in specific companies and industries
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Stocks Over Bonds for the Coming Decade
Why stocks are attractive. Why bonds at current levels pose more risk to an investor’s long-term spending power.
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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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The Case for International Investing (Full Liz Claman video – 14:30)
Thousands of growing companies and the majority of the global economy operate beyond US shores. The compelling case for expanding your investment search internationally.
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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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Are Financials actually “growth stocks in disguise”?
Why investors may want to look closely at this unpopular, undervalued, and unloved sector
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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 financials are more attractive today than in decades
Financial companies' valuations do not reflect their growing earnings power and stronger balance sheets
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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 an active management approach to the Financial Sector?
Our bottom-up, active approach can better identify company-specific risks, and uncover great businesses at below average prices
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Misperceptions about financials that create opportunity
Regulatory risks; lessons from some big financials that are stronger and more dominant today than before the financial crisis
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Where are we seeing opportunities in the current market?
Chris Davis on specific types of companies, as well as a number of sectors we see value in today
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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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Where do we see risk and opportunity today?
Chris Davis on areas that seem safe but may be at risk, and others that are unloved where the opportunity may be greater
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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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