Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.

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Barron's Interview: Risk May Not Be What You Think It Is

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PM Chris Davis offers perspective that can help every investor.
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Financials – Underappreciated and Undervalued

Financials – Underappreciated and Undervalued

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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Unpacking DUSA’s Top Performance in 2025

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PM Chris Davis on what has helped Davis Select US Equity ETF (DUSA) become one of the top active ETFs in the industry.
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Investor Education
A Market Correction is an Opportunity.
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