The $5T Question: Will AI “Hyperscalers” Massive Investments be Profitable?
Will growth rates and margins remain strong enough to pay off their massive capex? We suggest a different target set.
AI’s Transformative Potential – and the Risks of Aggressive Growth Projections
AI will reinvent much of the economy – but will today’s winners maintain the growth rate and margins to support their valuations?
Three Powerful Forces Reshaping the Economy
How AI, geopolitics and higher interest rates are creating structural change to the economy and markets
Companies Successfully Navigating Higher Interest Rates
How companies are flexing their “pricing power”, low leverage and strong cash flow to navigate the rising price of money
The Implications of Rising Market Concentration and Elevated Valuations
Everybody loves a rising market, but what to make of the fact that they are concentrated in a few names at the top, with expensive valuations?
What Risks are Investors Overlooking Today?
A short list of growing risks that investors are choosing to ignore as they enjoy a rising market
Mastering the Mental Game of Investing
A video series to help you develop 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
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
- Davis Research Fund Expected to Merge into Davis Select U.S. Equity ETF (DUSA)
- 2026 Estimated Semi-Annual 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 |