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

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What Gets You Excited About the Next Decade? (2:49)

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
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What Drives Stock Selection in the Davis ETFs’ Active Strategies (1:31)

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?”
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“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
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Investor Education
A Market Correction is an Opportunity.
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