Gaining Perspective

Where the Davis Funds is Finding Great Opportunities


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The Davis Funds is celebrating its 50th anniversary this year, and has been owned by the Davis family for that entire period. In addition to that longevity, the Davis Funds is notable in that it has pursued the same, value-oriented, long-term investing discipline over that period.  Chris Davis discusses the opportunities his team is pursuing in financial stocks, as well as his take on the three biggest issues facing the advisory profession: how to compete with digital advice platforms, the flow of funds from active to passive strategies, and ESG/SRI investing.

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Gaining PerspectiveBy Advisor Perspectives

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