Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series
Barron's Interview: Opportunities Across a More Rational Market - Including the Big Banks
Where we're finding growing companies at attractive discounts, what it will take for big banks to return to favor and specifics on Capital One, BNY Mellon and Wells Fargo as well as Meta and Berkshire
Davis NY Venture Fund – A Portfolio in the Sweet Spot for the Coming Decade
A portfolio of resilient, growing, cash-generating businesses – undervalued over a decade when low-interest rates deemed those attributes unnecessary
News & Press
- 2023 Semiannual Distributions
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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
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 |