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Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series36 Videos
Separating Risk from Opportunity in China
Reduce potential risk by aligning with founder-led companies that have strong fundamentals and benefit from a growing middle class
Why Invest in Non-U.S. Banks
European banks often have different industry dynamics than U.S. competitors, are often the market leaders of financially-responsible countries, have high dividend yields and attractive multiples
The Case for Investing in Non-U.S. Stocks
After an extended period of underperformance vs the U.S., a case can be made for a turn in this cycle. Today’s 30% discount to domestic markets may offer a compelling starting point
Our PM on the Davis Global and International Funds
Portfolios built on fundamental bottom-up research. Our companies have grown faster yet trade at significant discounts to their respective index
Why We Believe Select Banks are Undervalued Today
Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.
How Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
Volatility is the Price of Admission for Long-Term Returns
To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.
Market Distortions Caused by Historically Low Rates
We believe that select Banks may be among the best opportunities in the market today, as investors significantly overestimate the risks and underestimate the upside potential of these durable businesses
The Mindset Required to Navigate Crises and Uncertainty
The danger of following the “experts” who try to predict the markets. Wealth compounds by remaining steadfast through inevitable adversity, not by trading in-and-out based on what is inherently unpredictable.
Equities Role During Periods of Inflation
How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it
Davis NY Venture Fund – A Portfolio in the Sweet Spot for the Coming Decade
A portfolio of resilient, growing, cash-generating businesses – undervalued over a decade when low-interest rates deemed those attributes unnecessary
“Fragile Value” & “Speculative Growth” Areas to Avoid
Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
Davis Portfolios Providing an Attractive Entry Point for Investors
Davis portfolios with companies that have had greater earnings growth than the index, yet are priced at nearly half the index multiple
The Opportunity 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
Recession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.
Where Should Investors Hide in Today’s Market
High quality, resilient, cash-generating businesses bought at attractive prices may be the place to be if you are concerned with protecting long term purchasing power in a period of higher inflation
The Incredible Value Advisors Can Add During Volatile Markets
How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
Why Successful Investors Keep Emotions in Check
How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
Why Investors Should Disregard Short-Term Forecasts
Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
Recognize that Market Declines are Inevitable
10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
You Always Sound Smarter when You’re Bearish
The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
Volatility – Emotion = Opportunity
How an unemotional investment approach can allow investors to see opportunity more clearly.
How Inflation Impacts Portfolio Positioning
The types of companies that may continue to thrive if inflation increases.
Navigating Today's Uncertain Market:
Opportunities, Risks & Keeping Emotions in Check
Chris Davis on the all-important investing question, “When I look back two years from now, what will I be wishing I had done today?”
Tuning out the Tweets
The most important lessons on successfully compounding wealth from our 50 years in the equity markets
The Importance of Healthy Investor Behavior
Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
Davis Advisors: Proven Active Management
Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
The $1000 Hot Dog
Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
Experience, skin-in-the-game and low fees
Three important attributes of successful fund managers
$2 Billion Invested Alongside Shareholders
Our exceptional co-investment ensures that we focus on generating attractive returns, managing risk and minimizing expenses.
Charlie Munger & the Fishing Lure
Chris Davis shares Berkshire Hathaway investing legend Charlie Munger's humorous wisdom on the futility of forecasts and predictions.
Where is the Market Headed from Here?
No one can consistently predict the markets over the short term, yet there are ways to invest with confidence to reach your long-term goals.
Wisdom from Buffett, Munger & Graham
The profound influence these investment icons have had on our firm and philosophy.
Investment Lessons from My Grandfather & Father
“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
The “Mistake Wall”
How the mistakes hung on the wall of our research department help us to improve investment returns.