Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | Manager Commentary - Annual Review 2025 |
| International Fund | Manager Commentary - Annual Review 2025 |
| Global Fund | Manager Commentary - Annual Review 2025 |
| Financial Fund | Manager Commentary - Semi-Annual Review 2025 |
| Opportunity Fund | Manager Commentary - Semi-Annual Review 2025 |
| Real Estate Fund | Manager Commentary - Semi-Annual Review 2025 |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the SeriesVideo Library
Stewardship, Patience and Going Against the Crowd (3:59)
Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
Navigating Today’s Volatility (3:52)
Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)
Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength