About the Episode

Our guest today is Chris Davis, CEO of the Davis Funds. 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.

Show Notes

Here is a link to the Davis Funds’ web site. Here is a link to the Davis Funds fact sheets.