Chris C. Davis brings 36 years of experience at Davis Advisors while Danton G. Goei contributes 27 years of experience at Davis Advisors. Both portfolio managers have over $2 billion of their own investments in Davis funds and strategies, demonstrating exceptional alignment with shareholder interests. The management team emphasizes selective investing, rejecting the vast majority of companies in benchmark indices to uncover businesses with solid earnings selling at attractive valuations. Their approach focuses on companies with resilient growth, durable earnings power, significant free cash flow and competitive advantages.

Read More

The Davis Investment Discipline emphasizes rigorous research, disciplined value investing, and patient stewardship. The fund invests in durable, well-managed businesses with sustainable competitive advantages and attractive long-term growth prospects selling at a discount to their true value. The strategy selectively invests in large cap, durable, well-managed companies, seeking growing businesses at value prices to hold for the long term with an Active Share of 86% reflecting commitment to bottom-up stock selection rather than index mirroring.

Read More