Selected Funds

Chris Davis on why successful wealth-building is heavily determined by investor behavior, building financial literacy among your children, the danger of following market forecasts, areas of interest we are identifying

Chris Davis on why investor mindset is so important in environments like today’s, why volatility can be an investor’s friend, and emerging opportunities for the disciplined investor.

The mindset that fosters investing success through difficult markets; emerging opportunities for long-term wealth building

The biggest opportunities we see today: Undervalued Global Leaders, Dominant but Out of the Spotlight Businesses, the Bluechips of Tomorrow and Select Financial Companies

A closer look at the “safe-havens” some investors favor today reveals weak fundamentals and high valuations. Conversely, there are growing areas of the market underappreciated and undervalued by investors, creating significant opportunity.

Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.

Chris Davis shares Berkshire Hathaway investing legend Charlie Munger’s humorous wisdom on the futility of forecasts and predictions.

Why investors can get better returns with a financial advisor than trying to do it themselves.

“You make most of your money in a bear market, you just don't realize it at the time”, and other key insights.