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

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The $1000 Hot Dog

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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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Correlation Does Not Equal Causation

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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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PM Chris Davis on what has helped Davis Select US Equity ETF (DUSA) become one of the top active ETFs in the industry.
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Investor Education
A Market Correction is an Opportunity.
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