Commentaries

New York Venture Fund
Manager Commentary - Annual Review 2014 Download View

An interview with the Fund Manager.

First Quarter 2014 Update Download View

A quarterly discussion of the market environment, Fund performance, major positions, and investment opportunities.

International Fund
Manager Commentary -
Semi-Annual Review 2014
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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
Manager Commentary -
Annual Review 2014
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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 - Semi-Annual Review 2014 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 - Semi-Annual Review 2013 View

The Portfolio Manager offers his thoughts on the financial sector, individual companies in the Portfolio, and recent performance.

Real Estate Fund
Manager Commentary - Semi-Annual Review 2014 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 - Semi-Annual Review 2014 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.