Video Library

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations

Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change

Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials

Why investors often overpay for the inflated growth projections of today's high flyers - taking on risk in the areas they see as safe

Why the best-run Financials continue to be significantly undervalued, as investors misunderstand their durability and earnings power

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models

Don't forget opportunities in the real physical world of commodities, agriculture and building products, far from today's over-hyped story stocks

In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying

The most common and damaging investor penalty comes from rushing in at euphoric high prices and panic selling at the lows. Here's a real alternative.

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.

With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.

Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.

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

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

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

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

How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets

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

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

The huge, long-term tailwinds driving Semiconductor growth

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

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?

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.

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

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.

How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

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