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Davis Funds’ Chris Davis on the Earnings Yield
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The Bloomberg Intelligence Fair Value Model is currently showing a 19.1x multiple on the S&P 500, which is lower than where we currently are, due to the Mag 7 driving a lot of the valuation premium in the index. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence and co-host Michael Casper, US small cap and sector strategist at BI, spoke with Christopher Davis, chairman and portfolio manager at Davis Advisors about the significance of the earnings yield and the selective nature of the Davis investment discipline. They also discuss why management culture is crucial for long-term success and why understanding management’s capital allocation decisions is vital.
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1. Davis Funds’ Chris Davis on the Earnings Yield (00:00:00)
2. Marker 01 (00:49:15)
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