Davis Advisors seeks to own businesses with qualities of durability, resiliency, sustainable competitive advantage, and decent sustainable returns on equity, and these characteristics become more important in 'disconnected' economic periods where technological and monetary transitions create uncertainty.
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Speaker
Chris DavisEvidence Quote
“we want to own businesses that have these quality qualities of durability of resiliency of sustainable uh competitive advantage of decent Returns on Equity that we think are sustainable over long periods of time”
Created: 8/11/2026, 7:57:58 AM
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