What Inning is the Recovery in Financial Stocks in?
Financials’ earnings power and balance sheets are vastly stronger than their current multiples indicate. This may set the stage for a decade-long revaluation.Share Return to Video Archive
Prospectuses and Forms
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Davis Advisors is an independent, employee-owned investment firm that specializes in managing equity portfolios. Our process has been honed over 50 years and three generations of investment success. See the video for more.Watch Now Watch Now
Areas 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 Watch Now