Investment Strategy

The goal of the Davis Value Portfolio is to provide investors access to attractive investment opportunities in large-cap, durable, well-managed businesses. We seek to purchase these businesses at value prices and hold them for the long term. This approach makes the Davis Value Portfolio an ideal foundation for an investor’s portfolio.

Why Invest in the Davis Venture Value Portfolio

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 value 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.

How the Davis Value Portfolio is Currently Positioned

The Portfolio includes the following types of businesses:

• Strong global leaders represent the largest percentage of the Portfolio.
• Overlooked companies that are not widely followed but have strong business fundamentals represent a smaller percentage of the Portfolio. These companies are often quiet compounding machines for the Portfolio.
• “Headline risk” companies represent the smallest percentage of the Portfolio. We believe these companies may add significantly to the Portfolio’s performance because their stock prices are frequently discounted relative to their intrinsic values.