Manager Commentary
Timely insights and analysis from the Davis portfolio management team.
| Fund | Manager Commentary |
|---|---|
| New York Venture Fund | |
| International Fund | |
| Global Fund | |
| Financial Fund | |
| Opportunity Fund | |
| Real Estate Fund |
Mastering the Mental Game of Investing
A video series to help you develop the mindset of a successful investor.
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Video
The $5T Question: Will AI “Hyperscalers” Massive Investments be Profitable?
Will growth rates and margins remain strong enough to pay off their massive capex? We suggest a different target set.
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AI’s Transformative Potential – and the Risks of Aggressive Growth Projections
AI will reinvent much of the economy – but will today’s winners maintain the growth rate and margins to support their valuations?
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Three Powerful Forces Reshaping the Economy
How AI, geopolitics and higher interest rates are creating structural change to the economy and markets