Fifty Years of Investing Experience
- Independent, employee-owned asset-manager
- Equity specialists following a consistent, time-tested investment discipline
- Over $19 billion in assets.1 Offering ETFs, mutual funds, SMAs, variable annuities and offshore funds
- Evaluate financial strength and profitability, competitive advantages and quality of management.
- Make proprietary adjustments to earnings to arrive at true value of company
- Long-term time horizon. Low turnover.
Different from the Index
- Actively managed. High-conviction. Benchmark-agnostic.
Invested Together
- Davis2 has more than $2 billion invested side-by-side with clients
- We invest in every ETF we manage
Investment Lessons from My Grandfather & Father
“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.
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