Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | |
| International Fund | |
| Global Fund | |
| Financial Fund | |
| Opportunity Fund | |
| Real Estate Fund |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
Video
PM Chris Davis on Investing in the Age of AI
As investors navigate one of the most consequential technological shifts in history, a practical framework for categorizing companies as " Winners", "Enablers" or "The Walking Dead"
Video
What Buffett Taught Us About Managing Client Capital
PM Chris Davis on the enduring legacy of Warren Buffett for investors, portfolio managers and Financial Advisors
Video
Davis NY Venture Fund PM Commentary with Chris Davis
How we beat the benchmarks in 2025 while underweighting the “Mag 7”; where we see biggest opportunities now and bubbles to avoid