Davis started a financial services mutual fund approximately 30 years ago (around 1990), initially because as a family business employee he wanted his own track record independent of the family brand, and that fund has outperformed the S&P 500 despite the financials sector index underperforming the S&P 500, because within financials there are growth companies in disguise.

factualpending

Speaker

Chris Davis

Evidence Quote

I started this Fund in something like 1990 or roundabouts and you know it's only been in financials for essentially that whole period And yet it's outperformed the S&P 500

Source

Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking | At Barron'sBarron's
Created: 8/11/2026, 7:57:58 AM

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