Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

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Separating Hype from Opportunity – Investment Implications of AI (4:44)

Separating Hype from Opportunity – Investment Implications of AI (4:44)

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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The Davis Select Worldwide ETF (DWLD)

The Davis Select Worldwide ETF (DWLD)

Danton Goei, Portfolio Manager of DWLD, on his high-conviction, benchmark agnostic investment approach, where the portfolio is invested geographically and two representative holdings.
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Davis Advisors – Unique Attributes

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Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Investor Education
A Market Correction is an Opportunity.
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This is not a recommendation to buy, sell or hold any specific security. Holdings are subject to change. Click here for current fund holdings: DUSA, DFNL, DWLD, DINT.