How Davis NY Venture is Benefiting in this Transitioning Market
The end of the easy-money era, why fundamentals matter again and drivers of recent performance
Investment Themes We’re Focusing on Today
Tech, Semis, Financials and other themes we expect to drive returns
Mastering the Mental Game of Investing
A video series with Chris Davis and Morgan Housel on developing the mindset of a successful investor.
Watch the Series
The Wisdom of Great Investors
History’s greatest investors share some of their best advice on building wealth
News & Press
- Estimated Year-End 2023 Distributions
-
Video: You Make Most of Your Money in a Bear Market – You Just Don’t Realize it at the Time (7:14)
Historically, market corrections have ultimately been followed by new highs. This is why we believe the savvy long-term investor views a correction as an opportunity to buy stocks at lower prices.
-
Infographic: Equities Have Built Wealth Despite Crises
“History provides crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” - Shelby M.C. Davis
Our Mission
For more than half a century, helping investors reach their financial goals through rigorous research, uncommon stewardship and long term results.
Funds, Factsheets and Commentaries
| Mutual Fund | Factsheet | Portfolio Manager Commentary |
|---|---|---|
| New York Venture Fund | ||
| International Fund | ||
| Global Fund | ||
| Financial Fund | ||
| Opportunity Fund | ||
| Appreciation and Income Fund | ||
| Real Estate Fund | ||
| Government Bond Fund | ||
| Government Money Market Fund |