Video
PM Commentary Video – Davis Large Cap Value SMA
Listen to PM Chris Davis on:
- How this “value” portfolio significantly outperformed in a “growth” market
- Where we are looking now
Video
Unpacking Top Performance in 2025
PM Chris Davis on the Davis Large Cap Value SMA, one of the top-performing SMAs in the industry
Video
Investing through Volatility
PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
Education
“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.”
Warren Buffett, Chairman, Berkshire Hathaway
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series
Education
The Wisdom of Great Investors
History’s greatest investors share some of their best advice on building wealth
Education
Davis Volatility Survival Guide
An illustrated guide to help tune out the noise, make sense of the volatility and build long-term wealth
Other Ways to Invest
Our Mission
For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.
Portfolios, Factsheets & Commentaries
| Portfolio | Factsheet | Portfolio Manager Commentary |
|---|---|---|
| Large Cap Value SMA Portfolio | ||
| All-Cap SMA Portfolio | ||
| International ADR SMA Portfolio | ||
| Global ADR SMA Portfolio |