Davis Real Estate Portfolio
Portfolio of Davis Variable Account Fund, Inc.
For variable annuity investors who are looking for growth and income from real estate securities
The Davis Real Estate Portfolio seeks to achieve total return through a combination of growth and income. It invests primarily in securities of companies related to the real estate industry.
The Portfolio applies the Davis Investment Discipline to real estate, seeking companies with first-class management teams who view real estate as a means of producing steadily increasing income and strong returns on capital.
Why Invest in the Davis Real Estate Portfolio
The Portfolio offers investors a good way to increase the diversification of their investments.* Real estate securities have historically shown a lower sensitivity to price movements (beta) than the broad stock market averages. At the same time, real estate returns over the long term have been comparable to those of equities, but not correlated with them (R-squared).
Sixty Years of Experience
Davis Advisors has successfully managed money through many environments – including periods of inflation, recession, rising and falling energy prices, rising and falling interest rates, and bull and bear markets.
Consistency of the Davis Investment Discipline
For three generations, the Davis family has built wealth by investing in durable, well-managed businesses selling at attractive prices and holding them for the long term.
Aligned with Our Clients
With more than $2 billion invested in funds and other accounts following the same investment strategy, we experience the same risks and reap the same rewards.1
Long-Term Investment Results
Davis Advisors has a history of delivering strong, consistent investment results through full market cycles.
Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results.
* Diversification does not ensure against loss.
This material must be accompanied or preceded by a current Davis Real Estate Portfolio Prospectus. You should carefully consider the Fund’s investment objective, risks, charges, and expenses before investing. The prospectus contains this and other information and can be obtained by clicking here or calling 800.279.0279. Read the prospectus carefully before you invest or send money.
Refer to the prospectus for the participating insurance company’s separate account or your plan documents for instructions on purchasing or selling of variable insurance contracts and on how to select specific portfolios as investment options for a contract or a qualified plan.
1As of December 31, 2022. This includes Davis Advisors, the Davis family and Foundation, our employees, and Fund Directors.
(36) Read here for objective/risk disclosures
(37) Read here for additional disclosures
Davis Distributors, LLC, 2949 East Elvira Road, Suite 101, Tucson, AZ 85756