Manager Commentary

Timely insights and analysis from the Davis portfolio management team.

Fund Manager Commentary
New York Venture Fund Manager Commentary - Fall Review 2024
International Fund Manager Commentary - Semi-Annual Review 2024
Global Fund Manager Commentary - Semi-Annual Review 2024
Financial Fund Manager Commentary - Semi-Annual Review 2024
Opportunity Fund Manager Commentary - Semi-Annual Review 2024
Real Estate Fund Manager Commentary - Semi-Annual Review 2024
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series

Video Library

The Most Important Things We Believe Equity Investors Should Focus on Today (6:18)

Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations

Rigorous Research & Selectivity are Critical in Today’s Market (2:14)

Why we’re focused intently on identifying resilient companies with above average growth prospects - and not overpaying

The Attributes We Believe Investors Should Seek When Selecting an Investment Manager (2:25)

Look for the same characteristics in an investment manager that you'd look for in a company: a track record of execution, resilience, adaptability to change