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

More Videos

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?”
Watch Now
Recession Potential and Impact on Portfolio Positioning

Recession Potential and Impact on Portfolio Positioning

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
Watch Now
Companies Who Rode the Easy Money Bubble

Companies Who Rode the Easy Money Bubble

Examples of how the low interest bubble era fueled speculation and irrational valuations
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More