Davis Advisors is an independent, employee-owned investment management firm founded in 1969. We specialize in equities and provide Institutional Services, Mutual Funds, SMAs, ETFs and Variable Account Funds.
For over a half century, we’ve helped investors reach their financial dreams of a comfortable retirement, saving for college, buying a home and giving philanthropically.
We seek durable, well-managed businesses at attractive prices and hold them for the long term, to allow the power of compounding to work.
We have successfully invested through many environments, including inflation, recession, rising and falling interest rates, and bull and bear markets. Our decision-making benefits from this half a century of experience.†
We don’t chase the latest fads and manias or make investment decisions based on unknowable short term market forecasts. Instead, we build portfolios one company at a time, conducting intense research into their long-term prospects.
With over $2 billion of our own money invested alongside shareholders, our interests are aligned.* We have a unique commitment to stewardship, generating attractive long-term results and managing risks.
We have a history of successfully compounding wealth to help investors achieve their long-term financial goals.
“Very few firms have the experience and continuity with respect to people, philosophy and process.”
Our firm traces its roots to legendary investor Shelby Cullom Davis, a leading financial advisor to governors and presidents, who parlayed an initial investment of $100,000 in the late 1940s into more than $800 million by the end of his career in the early 1990s.‡
In 1969, Shelby Cullom Davis’s son, Shelby M.C. Davis, founded Davis Advisors after serving as the head of equity research at The Bank of New York in order to offer the Davis investment approach to outside clients.
Under Christopher C. Davis, Chairman and Portfolio Manager, Davis Advisors is recognized as a premier investment manager serving individual and institutional investors worldwide.
* As of 12/31/24, Davis Advisors, the Davis family and Foundation, and our employees have more than $2 billion invested alongside clients in similarly managed accounts and strategies.
Past performance is not a guarantee of future returns.
While Shelby Cullom Davis’ success forms the basis of the Davis Investment Discipline, this was an extraordinary achievement and other investors may not enjoy the same success.