Video Library

How we beat the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid

PM Chris Davis takes a closer look at what helped the Davis NY Venture Fund deliver strong results in 2025

How the Fund outperformed the benchmark in 2025 and since its inception in 2004, where we are looking now

Contributors to our 30%+ return for 2025, where we are identifying strong earnings growth at a discount around the world

Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.

Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles

Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”

Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength

How a company management can create or destroy business value over time

The insight that this obscure statistic can reveal about the valuation of a business

How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth

Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor

Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key

Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth

PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.

What types of stocks to own during this period of market and economic transition, high valuations and investor complacency.

Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change

Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"

Identifying the great, but out-of-the spotlight companies that support the current tech revolution

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models

Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks

The most common and damaging investor penalty comes from rushing in at euphoric high prices and panic selling at the lows. Here's a real alternative.

PM Chris Davis on the deep insights he gained from Berkshire Hathaway’s Charlie Munger on successful investing, the importance of stewardship, and “living a life in a web of deserved trust”

Our highly selective portfolio of durable companies with attractive growth – at a greater than 40% discount to the S&P500 – may be a viable compliment or alternative to index positions

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.

We’re focusing on several categories across this underappreciated sector, with durable business models and low valuations

Ways artificial intelligence will be impacting business costs and productivity – in ways not yet reflected in their valuations

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials

The huge, long-term tailwinds driving Semiconductor growth

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

Reduce potential risk by aligning with founder-led companies that have strong fundamentals and benefit from a growing middle class

Portfolios built on fundamental bottom-up research. Our companies have grown faster yet trade at significant discounts to their respective index

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.

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

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.

How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.

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.

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.

Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.

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.

Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.