Chris Davis — The Protege

“Chris continues a proud family tradition – making good money”

Chris Davis

Chris Davis

Chris is a thoroughly old school value investor who learned investing on his father's knee – who learned the same way from his father – so it's no wonder his ‘buy and hold' strategy wins big returns for his fund and has done since 1994.

Chris has over 18 years of hands-on experience in investment management and securities research so he knows his way through the maze. He buys durable, well-managed businesses at a value price and holds them till they bear fruit.

Chris doesn't get emotional about his holdings – he'll buy any stock he fancies, regardless of its public image – so Philip Morris, AIG and Merrill Lynch are all there even at the risk of scaring off some potential shareholders. His judgment is sound and he's gained a reputation for spotting ‘headline risk' companies with real growth potential. To Chris they're all gold, whatever color they've been painted.

Chris and the Davis family, employees and directors of the Davis funds, have poured billions of their own money into the funds. They put their money where their mouth is. Factor in Chris' MA in theology and philosophy and you can see why this style of value investing appeals. He really believes in what he's doing.

Chris Davis' Scorecard

These five criteria contribute to the selection process which helped us to choose Chris Davis as one of our select group of Money Masters.

1 Manager Tenure Check!
2 Performance Results Check!
3 Style Consistency Check!
4 Regulatory Compliance Check!
5 Availability Check!

The fund we are investing in to gain access to Money Master Chris Davis is:

Fund Name:Selected American
Fund Symbol:SLASX
Fund Summary:

Selected American seeks long-term growth of capital and income. The fund invests 80% in equity securities of U.S. issuers - the majority of assets in equity securities issued by large companies with market capitalization of at least $10 billion. It may also invest in common stocks, convertibles, fixed-income securities, and short-term instruments.

Davis Advisors
  • Davis Advisors is an independent money management firm that offers mutual funds to clients worldwide. The Davis investment discipline is based on a reliable, long-term, value-oriented approach that has proven highly successful for over half a century.
  • The firm traces its roots to legendary Wall Street investor Shelby Cullom Davis, a leading financial advisor to governors and U.S. Presidents, who compounded an initial investment of $100,000 in the late 1940s into more than $800 million by the early 1990s.
  • Total assets under management - more than $93 billion across several asset classes.
  • The Davis family, employees and directors were the largest group of shareholders with more than $2 billion of their own money invested side by side with shareholders in the firm's various mutual funds. This helps ensure that their interests and their clients' are closely aligned.

* Notes: The 10-year average return shown for SLASX is for the 10-year period 01/01/02 - 12/31/11. The average was calculated by adding the results for the 10 consecutive calendar years shown and dividing that result by 10.

The 10-year average return and 10 individual annual performance results are shown with all dividends and gains reinvested and are net of all fund fees. All fund expenses have already been deducted from the percentage results shown.

Source for Calendar year results: Zephyr StyleADVISOR

Past performance is no guarantee of future results. Actual future results will vary.

The Retirement Corporation of America (RCA) is under no obligation to use featured managers or funds and will change managers should they fail to meet our selection criteria.

Information pertaining to RCA's advisory operations, services and fees is set forth in RCA's current disclosure statement (copy available upon request from RCA).