Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
More Videos
Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
Watch Now
Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
Watch Now
PM Chris Davis on Investing in the Age of AI
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"
Watch Now
