description

More Videos

“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)

Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
Watch Now
“Fragile Value” & “Speculative Growth” Areas to Avoid

“Fragile Value” & “Speculative Growth” Areas to Avoid

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
Watch Now
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
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More