We believe that select Banks may be among the best opportunities in the market today, as investors significantly overestimate the risks and underestimate the upside potential of these durable businesses
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Davis Advisors – Unique Attributes
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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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Why We Trimmed AMZN, FB, GOOG and DGX “on strength” in 2021
Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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