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Davis Advisors

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Davis Advisors

Overview:

Davis Advisors is an independent, employee-owned investment management firm, serving institutional and individual investors worldwide.

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.

Today, Davis is recognized globally as a premier asset management firm with approximately $47 billion under management.2 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
Mutual Funds (A and Y share classes)

History:

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.

Asset Under Management:

$47 billion (as of March 31, 2013)

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