Return to Video Archive
Performance Prospectuses and Forms
Opportunities in Financials Outside the U.S.
Identifying well managed, strong, growing, conservatively-run Financials in healthy, well-regulated countries at attractive prices (Nordics, Switzerland, Singapore, etc.)
Share Return to Video ArchivePerformance Prospectuses and Forms
More videos from Davis Funds
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Watch NowAreas of Opportunity in Financials
Financials are early in a long-term revaluation as investors recognize their increased capital strength, credit quality, durability and how they may benefit from rising interest rates (25-30% earnings growth in the first year for a 100bp rise in rates)
Watch Now