Identifying Great Companies Now Offered at a Discount

Dominant, growing businesses are currently available at prices not seen in years – Exceptional opportunities for investors who think long term

  • Davis NY Venture Fund Portfolio Manager Commentary

    “Market trends continue to favor short-term growth and hype over long-term value and durability. Fifty years has taught us that a willingness to be out of favor in the short term creates the opportunity to build wealth in the long term.”

    - PM Chris Davis, Davis NY Venture Fund Fall Review 2020

New PM Reviews – Fall 2020

Our Portfolio Managers on the markets and how we are positioning portfolios now to pursue the opportunities being created.

PM Video Commentary

  • Davis NY Venture Fund Portfolio Manager Commentary

    “What's next? Rather than trying to make short-term predictions, we have built wealth for five decades by buying durable, growing and profitable businesses with the strength to weather the storms.”

    - PM Danton Goei, Davis NY Venture Fund Fall Review 2020


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