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

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Tech – The Magnificent 7 and Beyond

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Focus on the Tech Stalwarts with reasonable valuations, in addition to the Online Giants
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Davis Advisors: Proven Active Management

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Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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PM Chris Davis on Investing in the Age of AI

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As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
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Investor Education
A Market Correction is an Opportunity.
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