Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
Fund | Manager Commentary |
---|---|
New York Venture Fund | Manager Commentary - Annual Review 2024 |
International Fund | Manager Commentary - Annual Review 2024 |
Global Fund | Manager Commentary - Annual Review 2024 |
Financial Fund | Manager Commentary - Annual Review 2024 |
Opportunity Fund | Manager Commentary - Annual Review 2024 |
Real Estate Fund | Manager Commentary - Annual Review 2024 |
Video Library
Video
Davis NY Venture Fund – A Complement or Alternative to the S&P500
Our highly selective portfolio of durable companies with attractive growth – at a greater than 40% discount to the S&P500 – may be a viable compliment or alternative to index positions
Video
A Return to Rationality
Traditional business fundamentals are finally being rewarded again, driving our performance
Video
Investing in a Transitioning Market
The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors