Davis Advisors is an independent, employee-owned investment management firm founded in 1969. Our time-tested investment discipline is offered to clients through separately managed accounts, mutual funds, variable annuities and offshore funds. Since our founding more than 50 years ago, our mission has been to serve our investors and to do so with high integrity.
seek to build wealth for shareholders through a patient, long-term investment approach. We believe stocks represent
ownership interests in businesses and therefore rigorously research company
fundamentals. We are highly sensitive to valuation, as price is an important
component in generating attractive
long-term investment results.
A Number of Unique Attributes Distinguish Davis Advisors:
Sixty Years of Experience
Advisors has successfully managed money through many environments – including
periods of inflation, recession, rising and falling energy prices, rising and falling interest rates, and bull and bear markets.1
Consistency of the Davis Investment Discipline
For three generations, the Davis family has built wealth by purchasing durable, well-managed businesses at value prices and holding them for the long term.
Aligned with Shareholders
With more than $2 billion invested side by side with clients, we experience the same risks and reap the same rewards.2
Long-Term Investment Results
Davis Advisors has a history of
delivering strong, consistent investment results through full market cycles.1
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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.3
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.
the leadership of Christopher C. Davis, Davis Advisors is widely recognized as
a premier investment manager serving individual and institutional investors
We offer a range of investment portfolios based on our signature Davis Investment Discipline, including the Davis Large Cap Value Portfolio (large cap equities) and Davis All-Cap Portfolio (all-cap equities), among others.
"At Davis Advisors, we recognize that our shareholders have placed a tremendous amount of trust in us. We do not take this trust lightly.
As stewards of their capital, we come to work every day with the goal of helping them build the wealth required to reach their long-term financial goals. We strive to achieve this through diligent research and high integrity, all the while invested side by side with them."
2As of December 31, 2022. This includes Davis Advisors, the Davis family and Foundation, our employees, and Fund Directors.
3While 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.