U.S. Economy & Markets
Impact of Inflation & Rising Rates on Portfolio Positioning
Higher Inflation and interest rates may be returning. How should this impact portfolio positioning? Watch Now
Is the Long Term Bull Market Still Intact?
Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market Watch Now
In An Era of Expensive “Growth”, Uncovering Earnings at a Discount
Earnings multiples remain elevated. “Story” stocks dominate, then crater. Insights into a portfolio of durable companies that has grown faster than the index, but can be acquired at about half the price of the index. Watch Now
Ukraine Conflict & the Markets
Investing through Ukraine and Other Crises
Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises
Ukraine & the U.S. Economy
Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains
Ukraine & the Economies of Europe, Asia
Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe Watch Now
Watch additional clips from the Portfolio Manager Zoom call
Timeless principles that have guided some of history's most successful investors, including Warren Buffett, Ben Graham, Charlie Munger, and others.
Unique Davis Attributes
Fifty Years of Experience
For three generations, the Davis Family has built wealth by purchasing durable, well-managed businesses at value prices and holding them for the long term.
Aligned with Shareholders
With more than $2 billion invested in funds and other accounts following the same investment strategy*, we experience the same risks and reap the same rewards.
Long-Term Investment Results
Davis Advisors has a history of delivering strong, consistent investment results through full market cycles.** Click here for details on our long term results.