Return to Video Archive
Performance Prospectuses and Forms
How the Covid Crisis Proved Financial Sector Resilience
The strengthening of the Financial sector’s balance sheets over the past decade has made them extraordinarily resilient. This is not fully recognized in their valuations, offering opportunity
Share Return to Video ArchivePerformance Prospectuses and Forms
More videos from Davis Funds
The “Mistake Wall”

How the mistakes hung on the wall of our research department help us to improve investment returns.
Watch NowIn 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