PM Commentary Video – Davis New York Venture Fund
Listen to PM Chris Davis on:
- How this “value” portfolio significantly outperformed in a “growth” market
- Where we are looking now
Unpacking Top Performance in 2025
PM Chris Davis on what helped the Davis NY Venture Fund deliver strong results in 2025
Investing through Volatility
PM Chris Davis on developing a mindset that allows you to tune out the daily drama and successfully build wealth.
“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.”
Warren Buffett, Chairman, Berkshire Hathaway
The Wisdom of Great Investors
History’s greatest investors share some of their best advice on building wealth
Davis Volatility Survival Guide
An illustrated guide to help tune out the noise, make sense of the volatility and build long-term wealth
News & Press
- 2025 Year-End Distributions have been posted.
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DNYV B - Closure & Conversion Details
Accelerate Conversion of all Davis NY Venture Fund Class B Shares into Class A Shares; Closure of all Davis NY Venture Fund Class B Shares
- Podcast – Bloomberg interviews PM Chris Davis: Investing in a high-multiple, concentrated market
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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.
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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
Ways to Invest
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 | ||
| Balanced Fund | ||
| Real Estate Fund | ||
| Government Bond Fund | ||
| Government Money Market Fund |