New Video Interview with Barron’s and Chris Davis
What types of stocks to own during this period of market and economic transition, high valuations and investor complacency.
The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
Barron's Interview with PM Chris Davis: Real Value to be Found Between the Extremes
Chris on an equity environment of “cheap but fragile” at one end, and “high growth but overvalued” on the other. Our target: Durable, growing but undervalued
Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
Mastering the Mental Game of Investing
A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.
Watch the SeriesThe Wisdom of Great Investors
History’s greatest investors share some of their best advice on building wealth
News & Press
- 2024 Year-End Distributions have been posted.
- Podcast – Bloomberg interviews PM Chris Davis: Investing in a high-multiple, concentrated market
- Two Davis Funds Renamed
-
Video: You Make Most of Your Money in a Bear Market – You Just Don’t Realize it at the Time (7:14)
Historically, market corrections have ultimately been followed by new highs. This is why we believe the savvy long-term investor views a correction as an opportunity to buy stocks at lower prices.
-
Infographic: Equities Have Built Wealth Despite Crises
“History provides crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” - Shelby M.C. Davis
Ways to Invest
Our Mission
For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.
Funds, Factsheets and Commentaries
Mutual Fund | Factsheet | Portfolio Manager Commentary |
---|---|---|
New York Venture Fund | ||
International Fund | ||
Global Fund | ||
Financial Fund | ||
Opportunity Fund | ||
Balanced Fund (formerly Appreciation and Income Fund) | ||
Real Estate Fund | ||
Government Bond Fund | ||
Government Money Market Fund |