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Performance Prospectuses and Forms
Review of 2021: Results, Contributors, Detractors
Contributors (JPM, AXP, WFC, AMAT, GOOG), Detractors (EDU, AMZN, INTC); why we believe our businesses are outperforming their stock prices – driving our confidence about the future
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More videos from Davis Funds
Audio: Morningstar interviews Chris Davis - Separating short-term volatility from long-term opportunity
Chris Davis on the market reaction to COVID-19; how we are identifying those strong, durable franchises that have been mistakenly marked down based on short-term market concerns
Listen NowAreas of Opportunity in Financials
Financials are early in a long-term revaluation as investors recognize their increased capital strength, credit quality, durability and how they may benefit from rising interest rates (25-30% earnings growth in the first year for a 100bp rise in rates)
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