Gaining Perspective

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

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.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.