Davis Advisors is an independent,
employee-owned investment management firm, serving institutional and individual
Our firm traces its roots to
legendary Wall Street investor Shelby Cullom Davis, a leading financial advisor
to governors and U.S. Presidents. Through careful and sensible investment practices, Mr. Davis compounded
an initial investment of $100,000 in the late 1940s into more than $800 million
by the early 1990s.1
With the aim of offering his
father’s investment discipline to a greater diversity of investors, Shelby M.C.
Davis founded Davis Advisors in 1969. Mr. Davis had already built an auspicious career at The Bank of New
York, where he rose to become the head of research and was named the youngest
Vice President in the history of The Bank since Alexander Hamilton.
During his tenure as principal Portfolio Manager for Davis Advisors, Shelby M.C. Davis created one of the most distinguished track records of any manager on Wall Street, navigating the flagship U.S. Large Cap Equity strategy effectively through a wide variety of market and economic conditions.
Christopher C. Davis, our founder’s son, joined Davis Advisors in 1989 as a research analyst and rose to assume the roles of Portfolio Manager and head of research in the mid-1990s. Under Mr. Davis’s leadership the firm deepened and broadened its research effort, continuing the tradition of managing U.S. Large Cap Equities and expanding into U.S. All-Cap, International and Global Equities as well.
Today, Davis is recognized globally
as a premier asset management firm. We offer our services
to a wide array of institutional investors including corporate and public pension
plans, defined contribution plans, endowments, foundations, Taft-Hartley
clients and financial intermediaries. Institutional investment options include:
- Separately Managed Accounts (SMA)
- Sub-advised Portfolios
- Variable Annuities
- Collective Trusts
Funds (A and Y share classes)
For more information, please contact a member of the Davis Institutional Services team.
1While Shelby Cullom Davis’ success forms the basis of the Davis Investment Discipline, this was an extraordinary achievement and other investors may not enjoy the same success.