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 – 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%).
    Portfolio Manager Highlights from Recent Investor Conference Download

    Our Portfolio Managers on DNYVF’s portfolio of exceptional businesses, and the time-tested discipline that has produced consistent outperformance across our equity funds.

    Compounding Wealth Since 1969 Download As equity specialists, Davis has consistently built shareholder wealth. The Davis NY Venture Fund has compounded to double the value of the S&P500 since inception.*
    A Conversation with Chris Davis Download

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

    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.

    Davis International Fund Download

    Our best ideas outside of the U.S.  Outperformed its benchmark over the past decade.^^

    Compelling Ideas for the International Investor View

    Three underappreciated themes driving our stock selection, and two ways to put these ideas to work today.

    Global Market Overview and Investment Themes Download

    Our PMs on global markets and themes presenting the strongest investor opportunities

    Portfolio Composition Download

    Quarterly update of portfolio characteristics.

    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.

    Davis Global Fund Download

    Best ideas from the U.S. and around the world. Outperformed its benchmark over the past decade.^^

    Compelling Ideas for the International Investor View

    Three underappreciated themes driving our stock selection, and two ways to put these ideas to work today.

    Global Market Overview and Investment Themes Download

    Our PMs on global markets and themes presenting the strongest investor opportunities

    Highlights from a Recent Investor Conference Download

    PM Danton Goei on what has driven the outperformance of the Davis Global Fund,^^ where we are finding opportunity and how investors use in their allocation.

    FA Magazine: Davis Global Fund in the Spotlight Download

    Davis Global Fund PM Danton Goei on keys to building wealth through an unconstrained search for opportunity

    Barron’s: For Davis Global, Patience Pays View

    Davis Global Fund PM on the investment discipline responsible for the track record of this wide-ranging fund, with specific company examples

    Investing in Global Equities Download How we identify best-of-breed businesses around the globe and the factors which created our benchmark-beating performance.
    Davis Global:
    Ways Investors Use the Fund
    Download How investors use Davis Global Fund to pursue specific portfolio objectives
    Portfolio Composition Download

    Quarterly update of portfolio characteristics.

    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.

    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.

    Davis Financial Fund—25th Anniversary PM Interview Download

    PM Chris Davis on how our active, highly-selective approach has led to significant outperformance over the index and XLF since XLF’s inception in 1998^ – and why the under-loved Financials sector is so attractive today.

    Davis Financial Fund Brochure Download Fund’s disciplined approach to an unloved sector, and its success in compounding shareholder wealth since 1991*.
    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. 

    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.

    The Davis Research Methodology Download

    Davis Advisors 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

    The $1000 Hot Dog – Barron’s article View

    Chris Davis tells Barron’s about the powerful lesson his grandfather taught him about thrift, financial independence and the miracle of compounding.

    Timeless Wisdom for Creating Long Term Wealth Download This resource shares three crucial insights to help investors successfully navigate today's market.
    The Wisdom of Great Investors View

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

    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.

    ^ Class A shares without a sales charge. Past performance is not a guarantee of future results.  XLF is the Financial Select Sector SPDR Fund.

    ^^ Class A shares without a sales charge. Past performance is not a guarantee of future results.