Literature

    Mutual Funds

    New York Venture Fund
    Fact Sheet Download

    Goals of the Fund, types of companies in the Portfolio, top holdings, Portfolio characteristics, and historical performance.

    Davis New York Venture Fund – Investment Results Download Discusses the Fund’s consistency in beating the S&P500 and what gives us conviction that future returns will be stronger.
    Davis New York Venture Fund – A History of Long Term Outperformance Download Discusses the Fund’s growing success in beating the S&P500 as investor holding period increased (ultimately reaching 100%).
    A Conversation with Chris Davis Download

    PM Chris Davis on strategies that can help every investor to become more successful.

    Important Facts Download

    Key Fund attributes, including historical long-term outperformance, below-average expenses and turnover, experienced managers, and recognition for shareholder stewardship.

    Portfolio Composition Download

    Quarterly update of portfolio characteristics.

    International Fund
    Fact Sheet Download

    Applying the Davis Investment Discipline to companies outside the United States; Portfolio characteristics, top holdings, and performance.

    Important Facts Download

    Goals of the Fund, what we look for in a business, our alignment with shareholder interests, Portfolio characteristics, and other topics.

    Global Fund
    Fact Sheet Download

    Applying the Davis Investment Discipline to companies within the United States and around the globe; Portfolio characteristics, top holdings, and performance.

    Discover the
    Davis Global Fund
    Download The signature Davis Investment Discipline is used to identify attractive businesses around the world
    Davis Global:
    Ways Investors Use the Fund
    Download How investors use Davis Global Fund to pursue specific portfolio objectives
    Opportunity Fund
    Fact Sheet Download

    How the Fund applies the Davis Investment Discipline to companies of various market capitalizations, Portfolio characteristics, top holdings, and performance.

    Important Facts Download

    Goals of the Fund, what we look for in a business, our consistent long-term performance, below-average expenses, and alignment with shareholder interests. 

    Portfolio Composition Download

    Quarterly update of portfolio characteristics.

    Financial Fund
    Fact Sheet Download

    Applying the Davis Investment Discipline to a broad spectrum of financial companies, Portfolio characteristics, top holdings, and performance.

    Portfolio Composition Download

    Quarterly update of portfolio characteristics.

    Real Estate Fund
    Fact Sheet Download

    Applying the Davis Investment Discipline to real estate-related businesses, potential asset allocation benefits for investors, Portfolio characteristics, holdings, performance, and more.

    Portfolio Composition Download

    Quarterly update of portfolio characteristics.

    Appreciation and Income Fund
    Fact Sheet Download

    Goals of the Fund, types of companies commonly in the Portfolio, top holdings, Portfolio characteristics and historical performance. 

    Important Facts Download

    Pursuing the unique goals of the Fund through stocks, bonds and convertible securities; our historical long-term performance; our below-average expenses; and more.

    Government Bond Fund
    Fact Sheet Download

    Goals of the Fund, its role in an investor’s asset allocation strategy, its conservative investment approach, Portfolio characteristics, and long-term performance. 

    Government Money Market Fund
    Fact Sheet Download

    Goals of the Fund, its role in an investor’s asset allocation strategy, and its conservative investment approach.

    Variable Annuities

    Value Portfolio
    Fact Sheet Download

    Goals of the Portfolio, types of companies commonly in the Portfolio, top holdings, and Portfolio characteristics.

    Real Estate Portfolio
    Fact Sheet Download

    Goals of the Portfolio, types of companies commonly in the Portfolio, top holdings, and Portfolio characteristics.

    Financial Portfolio
    Fact Sheet Download

    Goals of the Portfolio, types of companies commonly in the Portfolio, top holdings, and Portfolio characteristics.

    Insights About Davis Advisors

    The Davis Family of Funds Distinctive Attributes Download

    How Davis' unique culture of rigorous research and stewardship have produced important shareholder benefits, including attractive long-term results, low expenses, low turnover and high alignment of interests.

    Davis Advisors:
    A Tradition of Success
    Download

    The evolution of our investment discipline over three generations of successful investors, examines what we look for in a company and profiles the investment professionals at Davis Advisors.

    The Davis Research Methodology Download

    A brief history of Davis Advisors and our unique approach to building long-term wealth through investing in equities, including: what we look for in a company, how we arrive at an appropriate purchase price and the factors that may prompt us to sell a position.

    Insights into Successful Investing

    Essential Wisdom For Today's Market Download This resource shares three crucial insights to help investors successfully navigate today's market.
    The Wisdom of Great Investors Download View

    Timeless principles that have guided some of history's most successful investors, including Warren Buffett, Ben Graham, Peter Lynch, and others.

    Chris Davis Interview:
    5 Questions from Motley Fool.com
    Download

    PM Chris Davis on strategies for increasing long-term investment success.

    Fortune Magazine – Warren Buffett: “Why stocks beat gold and bonds” Download Warren Buffett on the real danger of investments commonly thought of as “safe”, and why “productive assets” like equities offer a much better chance of maintaining purchasing power (compounding wealth after taxes and inflation).
    Breakpoints - How To Reduce Your Sales Charge On Class A Shares View

    A guide to reducing the sales charge applied to purchases of Class A shares.

    How to Read Mutual Fund Advertisements Describing Total Return Download

    This hypothetical advertisement helps investors read mutual fund ads with a critical eye. (Copyright © 2003 by the Investment Company Institute)

    There is no guarantee that the Funds will continue to deliver consistent investment performance. Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results. See the respective resources for important legal disclosures. Davis Distributors, LLC, is the distributor of the Davis Funds.