Return to Video Archive
Disclaimers Performance Prospectuses and Forms
Targeting Companies in e-Commerce, Healthcare Services & Workhorse Technology
Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples
Share Return to Video ArchiveDisclaimers Performance Prospectuses and Forms
More videos from Davis Funds
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 NowImplications of the Dispersion between Growth and Value?
How five years of massive outperformance by “Growth” reminds us of previous market cycles: Unrecognized risk in the overvalued, and significant opportunity for those who remember the importance of price
Watch Now