Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Why Cash May Not be King (1:45)
Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Davis Select US Equity ETF (DUSA) PM Commentary with Chris Davis
How we outperformed the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid
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