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Performance Prospectuses and Forms
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.
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More videos from Davis Funds
How Banks Stack Up Today on Traditional Measures of Risk
Today, Banks have greater capital strength and liquidity, have healthier credit profiles, offer potential earnings upside from higher interest rates – and remain undervalued
Watch NowWhere We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
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