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

More Videos

Free Cash Flow Yield as a Measure of Value (2:13)

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
Separating Hype from Opportunity – Investment Implications of AI (4:44)

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
Unpacking DUSA’s Top Performance in 2025

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
Investor Education
A Market Correction is an Opportunity.
Read More