The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.

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Investment Themes We’re Focusing On Today

Investment Themes We’re Focusing On Today

Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
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How Investors Should Prepare for the End of the “Easy Money” Era

How Investors Should Prepare for the End of the “Easy Money” Era

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis

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
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Investor Education
A Market Correction is an Opportunity.
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