Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
More Videos
Four Active ETFs from Davis (2:55)
Overview of our 4 ETF strategies, providing access to the Davis investment discipline with the conveniences of the ETF structure
Watch Now
Having the Courage to Go Against the Crowd – A Closer Look at Our Investment in Meta (3:27)
Passive management often buys what's gone up and sells all the way down. Active managers can add real value by doing rigorous company research and bucking the consensus view
Watch Now
Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game
Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
Watch Now
