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.
New: Davis NY Venture Fund PM Commentary
- A market in transition, from the end of the “easy money” bubble, to AI-driven technological change
- A market highly concentrated among richly valued tech names
- A market that may be particularly well-suited to our discipline focused on durable growth, strong fundamentals and discounted valuations
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
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 Series
The 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 |