Chris Davis on a Portfolio Well Suited to a Market in Transition
The Davis Large Cap Portfolio is benefitting as investors refocus on business fundamentals, growth and valuations – and remains significantly undervalued despite its attractive recent returns.
Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game
Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
What to Own and Avoid in a Changing Environment
As rates normalize, specific companies attributes may be rewarded or penalized by the markets
Mastering the Mental Game of Investing
A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.
Watch the SeriesThe Wisdom of Great Investors
History’s greatest investors share some of their best advice on building 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 |