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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Tech – The Magnificent 7 and Beyond

Tech – The Magnificent 7 and Beyond

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

Davis Advisors: Proven Active Management

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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Companies Who Rode the Easy Money Bubble

Companies Who Rode the Easy Money Bubble

Examples of how the low interest bubble era fueled speculation and irrational valuations
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Investor Education
A Market Correction is an Opportunity.
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