
Mastering the Mental
Game of Investing
A video series to help you develop the mindset of a successful investor.
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How a decade of artificially low interest rates distorted markets and the relative returns of traditional Value businesses; the potential for a reassessment as this phenomenon is reversed
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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
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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.
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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
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A portfolio of resilient, growing, cash-generating businesses – undervalued over a decade when low-interest rates deemed those attributes unnecessary
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Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways
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Davis portfolios with companies that have had greater earnings growth than the index, yet are priced at nearly half the index multiple
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Four areas we are finding opportunities now among resilient, cash-generative companies with attractive growth profiles and surprisingly low multiples
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Where we are now in the market cycle, opportunity in “undervalued Growth” and durable “growing Value” plus the mindset of a successful investor in volatile times
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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.
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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
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Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
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Many countries have managed their economies and stimulus programs more conservatively than the U.S., and may have less inflation risk.
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Higher Inflation and interest rates may be returning. How should this impact portfolio positioning?
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Why we may be in the early innings of a “rotation” toward lower-valuation, less-favored areas of the market
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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.
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Is the current environment unprecedented? Combating the uncertainty felt by every investor when confronted with inevitable crises
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Ways the Ukraine conflict has accelerated existing trends in inflation, the unwinding of globalization and “just-in-time” supply chains
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Ukraine conflict impacts to economies, trade, equity and commodity markets, and central bank policy around the globe
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How five years of massive outperformance by “Growth” reminds us of previous market cycles: Unrecognized risk in the overvalued, and significant opportunity for those who remember the importance of price
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Financials are again proving their resilience. We believe rising rates may boost earnings, offering significant opportunity from today’s low valuations
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Why select Tech leaders, Industrials and Financials are well positioned, undervalued and may have the pricing power to weather or benefit from inflation/interest rate pressures
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While a small economy, Russia is outsized in specific sectors (energy, agriculture, industrial metals) and likely to impact supply/demand dynamics
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A record number of SP500 stocks are selling for 10X Sales. With that starting valuation, can they ever achieve the leap of earnings and margins required to earn a respectable long-term return?
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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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Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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Why we took profits on some strong-performing tech names based on relative opportunity and regulatory concerns
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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)
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The strengthening of the Financial sector’s balance sheets over the past decade has made them extraordinarily resilient. This is not fully recognized in their valuations, offering opportunity
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The movement toward electronic banking can be a powerful force in reducing bank overhead. U.S. banks are early in this process, with large potential savings ahead
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Identifying well managed, strong, growing, conservatively-run Financials in healthy, well-regulated countries at attractive prices (Nordics, Switzerland, Singapore, etc.)
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Today, Banks have greater capital strength and liquidity, have healthier credit profiles, offer potential earnings upside from higher interest rates – and remain undervalued
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Innovation and disruption are nothing new in the Financial sector. Banks commonly incorporate the best elements into their own business models. Still, we watch…
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New Fintech entrants have advantages of dynamism, but the development budget of a single “traditional” bank can be bigger than the market cap of most fintech competitors, among other incumbent advantages
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Such a move may encourage and accelerate creation of alternatives to SWIFT (like crypto or a Chinese alternative), beyond the influence of U.S. and the western world
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Why growing, durable businesses with pricing power, bought at reasonable prices are an attractive choice in a world of rising inflation
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Chris Davis on a strategy that owns companies with above average earnings, but at a 42% discount to the index; where we see opportunity now.
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Chris Davis reviews a highly selective strategy that owns global businesses growing dramatically faster than the companies of the index, but at a 48% discount.
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Chris Davis discusses bargains among superior international businesses: Twice the growth rates of the index, yet offered at a 35% discount (P/E of 9x).
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Identifying great businesses with above average growth, resiliency and competitive advantages, but at discounts to the index.
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Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
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Financials’ earnings power and balance sheets are vastly stronger than their current multiples indicate. This may set the stage for a decade-long revaluation.
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China has durable, world class, growing businesses being offered at single-digit multiples. Consider select opportunities at today’s levels, in expectation that regulatory issues will be resolved.
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How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.
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Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.
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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.
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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.
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How an unemotional investment approach can allow investors to see opportunity more clearly.
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The types of companies that may continue to thrive if inflation increases.
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How a decade of underperformance of value vs growth and international vs domestic can create investment opportunity.
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How the big dislocation between Financials’ current stock prices and demonstrated earnings strength may set them up for a decade-long revaluation
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How Financials proved their resiliency and may benefit from a decade of upward revaluation
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PMs Chris Davis and Danton Goei on the markets, Fund results and targeting new opportunities
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The distortions and anomalies of the current market environment – extraordinarily narrow leadership, massive performance disparities between growth and value – and the risks and opportunities being created
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How the growth of the Chinese economy, its middle class and consumer culture are creating significant opportunities and driving the success of our investments in select Chinese businesses
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Despite COVID, enormous opportunities can be found in the US among both digital leaders and undervalued companies, European multinationals and consumer businesses across Asia. Rigorous research and selectivity are critical.
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Investor attention is dominated by companies optimized for the moment, with high short term growth, momentum - and often big operating losses. At the same time, many truly great companies are being offered at prices not seen in years.
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Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
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Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
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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.
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Chris Davis on why successful wealth-building is heavily determined by investor behavior, building financial literacy among your children, the danger of following market forecasts, areas of interest we are identifying
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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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Chris Davis on the market reaction to COVID-19; how we are identifying those strong, durable franchises that have been mistakenly marked down based on short-term market concerns
Listen NowOpportunities, 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?”
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The mindset that fosters investing success through difficult markets; emerging opportunities for long-term wealth building
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The most important lessons on successfully compounding wealth from our 50 years in the equity markets
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Why investors looking to maximize investment opportunity need to consider the many growing, high quality companies outside the U.S.
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Why stocks are attractive. Why bonds at current levels pose more risk to an investor’s long-term spending power.
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Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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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.
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Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.
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Three important attributes of successful fund managers
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Our exceptional co-investment ensures that we focus on generating attractive returns, managing risk and minimizing expenses.
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Chris Davis shares Berkshire Hathaway investing legend Charlie Munger's humorous wisdom on the futility of forecasts and predictions.
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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.
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Why investors can get better returns with a financial advisor than trying to do it themselves.
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The profound influence these investment icons have had on our firm and philosophy.
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“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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How the mistakes hung on the wall of our research department help us to improve investment returns.
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Premier large cap fund of undervalued companies. Compounded to more than double the S&P500 since 1969*. Davis is the largest shareholder. Low expenses.
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Davis Global Fund has outperformed its benchmark since inception*, has low expenses and Davis is the largest shareholder.
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PM Chris Davis offers perspective that can help every investor.
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