The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations

Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying

Investment Themes in the Portfolio Today (1:53)

Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials

Uncovering Opportunities in the Tech Sector (3:35)

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"

New: Selected American Shares PM Commentary

  • Why the Fund has outperformed since the bursting of the easy-money bubble – and a decade of distortions began unwinding
  • How a market that rewards business fundamentals is playing into our strategy’s strengths
  • Where we are looking for opportunity now

Mastering the Mental Game of Investing
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.

Watch the Series
Education

The Wisdom of Great Investors

History’s greatest investors share some of their best advice on building wealth

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Our Mission

For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.