The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)
Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
Rigorous Research & Selectivity are Critical in Today’s Market (2:14)
Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying
Investment Themes in the Portfolio Today (1:53)
Why we see tailwinds and opportunities across Financials, Tech, Healthcare and Industrials
Uncovering Opportunities in the Tech Sector (3:35)
How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"
Clipper Fund - Update from the Portfolio Managers
Factors driving our outperformance, opportunities across Financials, Online Giants, Industrials and Healthcare
Mastering the Mental Game of Investing
A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.
Watch the Series
The Wisdom of Great Investors
History’s greatest investors share some of their best advice on building wealth
News & Press
- 2024 Year-End Distributions have been posted.
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Video: You Make Most of Your Money in a Bear Market – You Just Don’t Realize it at the Time (7:14)
Historically, market corrections have ultimately been followed by new highs. This is why we believe the savvy long-term investor views a correction as an opportunity to buy stocks at lower prices.
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Infographic: Equities Have Built Wealth Despite Crises
“History provides crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” - Shelby M.C. Davis
Ways to Invest
Our Mission
For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.
Fund Overview, Factsheet and Commentary
| Mutual Fund | Factsheet | Portfolio Manager Commentary |
|---|---|---|
| Clipper Fund |