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Performance Prospectuses and Forms
Review of 2021: Results, Contributors, Detractors
Contributors (JPM, AXP, WFC, AMAT, GOOG), Detractors (EDU, AMZN, INTC); why we believe our businesses are outperforming their stock prices – driving our confidence about the future
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More videos from Davis Funds
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 NowBarron’s Interviews Chris Davis – Three Timely Insights for Investors
Chris Davis on why investor mindset is so important in environments like today’s, why volatility can be an investor’s friend, and emerging opportunities for the disciplined investor.
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