Commentaries
| New York Venture Fund | ||
| Recent Insights from the Managers | Download Share | Chris Davis and Ken Feinberg review why the history of our discipline and the demonstrated earnings power of our businesses provide us conviction going forward. |
| First Quarter 2013 Update (March 2013) | Download View Share | A quarterly discussion of the market environment, Fund performance, major positions, and investment opportunities. |
| Manager Commentary - Annual Review 2013 | Download View Share | An interview with Davis New York Venture Fund managers Christopher C. Davis and Kenneth Charles Feinberg. |
| Manager Commentary - Semi-annual Review 2012 (June 2012) | Download Share | Archived Portfolio Manager interview |
|
Manager Commentary - Annual Review (December 2011) |
Download Share | Archived Portfolio Manager interview |
| Manager Commentary - Semi-annual Review 2011 (June 2011) | Download Share | Archived Portfolio Manager interview |
| International Fund | ||
|
Manager Commentary - First Quarter 2013 Update |
Download View Share | 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 - First Quarter 2013 Update |
Download View Share | 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 2013 | Download View Share | 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 2013 | Download View Share | Portfolio Manager Kenneth Charles Feinberg offers his thoughts on the financial sector, individual companies in the Portfolio, and recent performance. |
| Real Estate Fund | ||
| Manager Commentary - Annual Review 2013 | Download View Share | 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 2013 | Download View Share | 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.