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Mastering the Mental Game of Investing
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series

18 Videos

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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.

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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.

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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.

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What to Own and Avoid in a Changing Environment

As rates normalize, specific companies attributes may be rewarded or penalized by the markets

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How does the Current Market Compare to Others?

Examples when attractive stock-picking opportunities could be found in otherwise expensive markets

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Investment Themes We’re Focusing On Today.

Why we’re focusing on select opportunities within Financials, Tech at a reasonable price, Healthcare and Industrials

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The Return to Rationality

The bursting of the easy money bubble marks a huge transition for the markets

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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

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The Easy Money Era – Who Was Helped

The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations

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The Easy Money Era – Who Was Hurt

The long period of low interest rates punished companies who were succeeding by traditional measures

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The Opportunity in Semi-Conductors

The huge, long-term tailwinds driving Semiconductor growth

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Navigating Headwinds with Active Management

The ever-expanding margins and valuations of the past decade are unlikely to be sustained

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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?

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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.

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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

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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.

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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.

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Tuning out the Tweets

The most important lessons on successfully compounding wealth from our 50 years in the equity markets