Davis Advisors

Overview

Davis Advisors is an independent, employee-owned investment management firm specializing in equities and real estate securities. Founded in 1969, the firm offers a range of investment strategies, including mutual funds, separately managed accounts (SMAs), exchange-traded funds (ETFs), and variable annuities. Their investment approach focuses on identifying durable, well-managed businesses with sustainable competitive advantages and attractive long-term growth prospects, holding them for the long term to allow the power of compounding to work. The firm's investment strategies encompass large-cap value, all-cap equity, and international equity, reflecting a commitment to diverse asset management. They employ a bottom-up stock selection process, conducting intense research into companies' long-term prospects, and are highly sensitive to valuation, as price can be critical in generating attractive long-term investment results. Davis Advisors has successfully invested through various market environments, including inflation, recession, rising and falling interest rates, and bull and bear markets, benefiting from over 50 years of experience. With over $2 billion of their own money invested alongside shareholders, their interests are aligned, demonstrating a unique commitment to stewardship and generating attractive long-term results while managing risks. The firm's mission is to help investors achieve their financial goals, such as a comfortable retirement, saving for college, buying a home, and giving philanthropically. Under the leadership of Christopher C. Davis, Chairman and Portfolio Manager, Davis Advisors is recognized as a premier investment manager serving individual and institutional investors worldwide.

Investment Focus

• Accredited investors only
• Investment horizon: 5+ years
• Diversified portfolio required
• Compliance with regulatory standards

Portfolio Companies