Davis Value Portfolio
Portfolio of Davis Variable Account Fund, Inc.
For variable annuity investors seeking long-term capital appreciation from large-cap companies
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.
Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results.
This material must be accompanied or preceded by a current Davis Value 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, 2021. This includes Davis Advisors, the Davis family and Foundation, our employees, and Fund Directors.
Davis Distributors, LLC, 2949 East Elvira Road, Suite 101, Tucson, AZ 85756