Chris Davis emphasizes a long-term investment strategy by holding onto fundamentally strong companies trading below their true worth, typically for five to seven years.
Davis's selective approach saw him trimming stakes in most bank stocks, while increasing his investment in PNC, suggesting strong confidence in its potential.
As the heir to Shelby Davis's value investing legacy, Chris Davis focuses on buying well-managed businesses, indicating a preference for stability in his long-term holdings.
Davis Selected Advisors favors expanding positions in select regions, particularly in PNC, reflecting his belief in its growth prospects over other financial stocks.
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