Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.

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Rising Multiples Carried the Markets through the “Easy Money” Decade.  What’s Next?

Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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Davis Advisors – Unique Attributes

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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A Market Correction is an Opportunity.
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