Commentaries

New York Venture Fund
Davis Investor Center View

Video Series: Christopher C. Davis discusses why we are optimistic about equities in the decade ahead and how our Portfolio is positioned.

Manager Commentary - Annual Review 2012 Download View

An interview with Davis New York Venture Fund managers Christopher C. Davis and Kenneth Charles Feinberg.

Portfolio Review -
Spring 2012
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A quarterly discussion of the market environment, Fund performance, major positions, and investment opportunities.

Manager Commentary - Semi-annual Review 2011 (June 2011) Download

Archived Portfolio Manager interview (referred to in the Annual Review 2012).

Manager Commentary - Annual Review 2010 (December 2010) Download

Archived Portfolio Manager interview

Manager Commentary - Semi-Annual Review 2010 (June 2010) Download

Archived Portfolio Manager interview

Manager Commentary - Annual Review 2009 (December 2009) Download

Archived Portfolio Manager interview

Manager Commentary - Semi-Annual Review 2009 (June 2009) Download

Archived Portfolio Manager interview

International Fund
Portfolio Review -
Winter 2012
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The Fund research team discusses the Portfolio, performance and how they apply the Davis Investment Discipline to uncover opportunities outside the United States.

Global Fund
Portfolio Review -
Spring 2012
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The Fund research team discusses the Portfolio, performance and how they apply the Davis Investment Discipline to uncover opportunities around the globe.

Opportunity Fund
Manager Commentary - Annual Review 2012 Download View

The Fund research team discusses the Portfolio, performance and how they apply the Davis Investment Discipline to uncover opportunities in the current environment.

Financial Fund
Manager Commentary - Annual Review 2012 Download View

Portfolio Managers Kenneth Charles Feinberg and Charles Cavanaugh offer their thoughts on the financial sector, individual companies in the Portfolio, and recent performance.

Real Estate Fund
Manager Commentary - Annual Review 2012 Download View

Portfolio Managers Andrew Davis and Chandler Spears discuss the real estate market, Portfolio companies, and recent performance.

Appreciation and Income Fund
Manager Commentary - Annual Review 2012 Download View

Portfolio Managers Andrew Davis and Keith Sabol discuss the Fund’s investment strategy, the market environment, Portfolio companies, and recent performance.

All equity investments involve risk. No investor is guaranteed a profit. Past performance is not a guarantee of future results. Davis Distributors, LLC, is the distributor of the Davis Funds.