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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Davis Advisors: Proven Active Management

Davis Advisors: Proven Active Management

Chris Davis on his firm’s time-tested, benchmark-agnostic investment approach, and two fundamental questions that lie at the heart of their research process.
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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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Finding Value Stocks in a Market Dominated by the Magnificent Seven

Finding Value Stocks in a Market Dominated by the Magnificent Seven

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
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Investor Education
A Market Correction is an Opportunity.
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