Equity-Focused Research Firm
Established in 1969, Davis is a leading specialist in equity investing.
Portfolio of Best of Breed Businesses
Utilizing rigorous independent research, we invest in durable, well-managed businesses with sustainable competitive advantages and attractive long-term growth prospects selling at a discount to their true value.
Flexible, Opportunistic Approach
We believe a bottom-up stock selection process and not mirroring the benchmark index are keys to long-term outperformance.
We Are One of the Largest Investors
We have a unique commitment to stewardship, generating attractive long-term results, managing risks and minimizing fees. As of 9/30/24 Davis Advisors, the Davis family and Foundation, and our employees have more than $2 billion invested alongside clients in similarly managed accounts and strategies.
Portfolios and Resources
| Portfolio | Factsheet | Performance Update |
|---|---|---|
| Large Cap Equity | ||
| International Equity | ||
| Global Equity | ||
| All-Cap Equity |
Mastering the Mental Game of Investing
A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.
Watch the SeriesOther Ways to Invest
Our Mission
For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.