Video

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.

Video

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.

Video

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.

Video

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
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.

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Education

The Wisdom of Great Investors

History’s greatest investors share some of their best advice on building wealth

Our Mission

For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.