Manager Commentary

Timely insights and analysis from the Davis portfolio management team.

Fund Manager Commentary
New York Venture Fund Manager Commentary - Annual Review 2024
International Fund Manager Commentary - Annual Review 2024
Global Fund Manager Commentary - Annual Review 2024
Financial Fund Manager Commentary - Annual Review 2024
Opportunity Fund Manager Commentary - Annual Review 2024
Real Estate Fund Manager Commentary - Annual Review 2024
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

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Video Library

Video

Davis NY Venture Fund – A Complement or Alternative to the S&P500

Our highly selective portfolio of durable companies with attractive growth – at a greater than 40% discount to the S&P500 – may be a viable compliment or alternative to index positions

Video

A Return to Rationality

Traditional business fundamentals are finally being rewarded again, driving our performance

Video

Investing in a Transitioning Market

The end of the “easy money” era is unwinding the market distortions of the past decade, reinventing the landscape for businesses and investors