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Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series18 Videos
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
How does the Current Market Compare to Others?
Examples when attractive stock-picking opportunities could be found in otherwise expensive markets
Investment Themes We’re Focusing On Today.
Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials
The Return to Rationality
The bursting of the easy money bubble marks a huge transition for the markets
Investor Implications of Rising Rates
How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets
The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
The Easy Money Era – Who Was Hurt
The long period of low interest rates punished companies who were succeeding by traditional measures
Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
How Investors Should Prepare for the End of the “Easy Money” Era
As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
Volatility is the Price of Admission for Long-Term Returns
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.
Equities Role During Periods of Inflation
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
Recession Potential and Impact on Portfolio Positioning
Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of the business durability.
The Incredible Value Advisors Can Add During Volatile Markets
How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.
Tuning out the Tweets
The most important lessons on successfully compounding wealth from our 50 years in the equity markets