In his recent letter to shareholders, Christopher Davis highlights that the era of near-zero interest rates ended in March 2022 when the Federal Reserve started raising rates. This shift marks a return to a more normal economic environment, though it may bring volatility and disruptions.
Davis Funds has just published their “Annual Review 2024” letter to shareholders, where they review the sectors and companies they believe have the greatest potential in 2024
In this interview, Christopher Davis explains his process for analyzing companies and his owner-earnings based approach that led him to companies like Amazon when many value investors avoided them.
Christopher Davis talks about the end of the ‘easy money’ era, why fundamentals matter again and the drivers behind recent market performance.
Davis Funds has just released their Q3 2023 letter to shareholders, identifying the most interesting sectors.
Christopher Davis and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
Christopher Davis, chairman at Davis Advisors, discusses in this interview with Barron’s why bank stocks can be a good buy at this time. Including where they themselves are invested in Capital One, Wells Fargo and BNY Mellon.
Christopher Davis explains why we as investors must accept volatility if we want higher returns than government bonds.
Read Christopher Davis’ review of the past year and an analysis of selected stocks in their portfolio, including Meta, Applied Materials and Berkshire Hathaway.
